Find Investment advisor Jobs in Dublin, D

Customer Service Advisor
Fairstone Ireland —Stillorgan, County Dublin
- €30,000–€35,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Quick apply
HR Advisor
KSA-JLL Ireland Ltd —Dublin, County Dublin
- Full-time
- Microsoft Office
- Bachelor's degree
- No degree
Quick apply
Impact Assessment Ireland Lead
Ramboll —Dublin, County Dublin
- Full-time
- Hybrid work
- Master's degree
- Business development
- Project management
- Annual leave
Quick apply
Senior Compliance Specialist
U.S. Bank National Association —Dublin, County Dublin
- €74,460–€87,600 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's degree
3d
Technical Account Manager
Xtremepush —DUBLIN 2, County Dublin
- €50,000 a year
- Hybrid work
- SQL
- AWS
- JavaScript
Quick apply
Relationship Manager
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- In-person
- Annual leave
9d
Data Strategy & Transformation Senior Manager | Data & Analytics | Technology Consulting | Advisory
PwC —Dublin, County Dublin
- Full-time
- Computer Science
- Research
- Bachelor's degree
Assistant Manager Trustee
HSBC Global Services Limited —Dublin, County Dublin
- €51,000–€76,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Analysis skills
2d
EMEA Benefits and Wellness Manager
Kohlberg Kravis Roberts & Co. —Dublin, County Dublin
- Finance
- Project management
- Bachelor's degree
Customer Success Manager, Enterprise
LearnUpon —Dublin, County Dublin
- AI
- Annual leave
Ireland Investments Leader
Mercer —Dublin, County Dublin
- Full-time
- Finance
- Master's degree
- Bachelor's degree
7d
QS Manager, Hybrid
Deloitte —Dublin, County Dublin
- €73,600 a year
- Full-time
- Hybrid work
- Team management
- Budgeting
Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply
Broker Consultant
Allianz —Blackrock, County Dublin
- Full-time
- Sales
- Master's degree
- Presentation skills
Financial Planning & Analysis Lead (Manager) - French Speaking
Salesforce —Dublin, County Dublin
- Full-time
- Computer Science
- Sales
- Engineering
Senior Compliance Governance & Operations Analyst
TD Bank —Dublin, County Dublin
- Full-time
- Microsoft Office
- Communication skills
- Banking
- Annual leave
Financial Planning Advisor
Fairstone Ireland —Dublin, County Dublin
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
Quick apply
Finance ERP Transformation Director, Government & Public Services
Deloitte —Dublin, County Dublin
- €110,500 a year
- Full-time
- Oracle
- ERP systems
- AI
14d
Renewals Manager
MongoDB —Dublin, County Dublin
- Hybrid work
- Azure
- Sales
- Salesforce
Account Manager
Target Integration —Citywest, County Dublin
- €45,000–€50,000 a year
- Full-time
- Hybrid work
- ERP systems
- No degree
- Manufacturing
- Work from home
Quick apply
2d

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Customer Service Advisor

Fairstone Ireland
Stillorgan, County Dublin

Quick apply

Job details

Full-time
€30,000–€35,000 a year

Benefits

Company pension
Gym membership

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
CPC Card
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Communication skills
Banking

Full job description

Company Description

Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 38,000 clients and manage more than €3 billion in assets under management.

Our comprehensive services include financial planning, retirement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 17 locations in Ireland, we pride ourselves on our client-centric approach to financial success.

Role Overview

We are seeking a Customer Service Advisor (CSA) to join our growing financial planning firm based in Stillorgan, Co. Dublin. This is an excellent opportunity for a motivated and customer-focused individual who enjoys working in a professional office environment and delivering exceptional client service. The successful candidate will play an important role in supporting our Financial Planning Advisors and maintaining strong relationships with our existing clients.

The role will involve making outbound calls to existing clients to arrange financial review appointments, handling general client enquiries, supporting diary management, and assisting with reception/front-of-house duties when it’s required. Reporting into the Existing Business Operations Team Manager, this role is ideal for someone with previous customer service, contact centre, banking, or office administration experience who is looking to build a long-term career within financial services.

While the QFA qualification is not required initially, the successful candidate may be expected to begin studying towards the qualification upon joining the firm. This role offers a clear pathway for career progression into Paraplanning and Financial Planning Advisor positions once full QFA qualification is achieved. This role is part of the Fitness Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Key Responsibilities

Specific activities include:

Make outbound calls to existing clients to arrange review meetings and appointments with Financial Planning Advisors.
Support in the management of Financial Planning Advisor diaries and coordinate appointments efficiently.
Handle inbound customer calls and general enquiries in a professional and courteous manner.
Provide excellent customer service across all client interactions by phone, email, and in person.
Assist with reception and front-of-house cover during busy periods including holidays, where required.
Support the advisory and operations teams with general office and client servicing tasks.
Maintain accurate and up-to-date client records on the CRM system.
Follow up with clients regarding outstanding documentation or appointment confirmations.
Escalate client concerns or complaints appropriately where necessary.
Ensure all activities are carried out in line with company procedures and regulatory requirements including CPC and Data Protection obligations.
Contribute positively to a collaborative and professional office environment.

The Ideal Candidate

At least 1 year experience in a customer service, call centre, office administration, retail banking, hospitality, or a similar customer-facing role.
Excellent communication and interpersonal skills with a professional telephone manner.
Strong organisational skills, an ability to manage multiple tasks effectively with a strong attention to detail and accuracy.
An ability to work independently and as part of a high-performance team.
Comfortable making outbound calls and building rapport with clients.
Good IT skills including proficiency in Microsoft Office (Word, Outlook, Excel).
A positive can-do attitude with a willingness to learn and develop in a fast-paced and dynamic environment.
A genuine interest in pursuing the QFA qualification and a long-term career in an ambitious financial planning and wealth management firm.

What we offer

Competitive salary of €30,000 to €35,000 depending on experience.
26 days holidays.
Death in Service and Company Pension from your first day.
Income Protection and Gym Membership after you pass your probation.
Career progression opportunities.
Financial support towards professional qualifications including QFA and CFP.
Paid study leave.
Hybrid working with ability to work remotely up to 2 days per week anywhere in the Republic of Ireland once you pass your probation.

Quick apply

Refine Your Search

investment advisor jobs in dublin, d

Customer Service Advisor

HR Advisor

Impact Assessment Ireland Lead

Senior Compliance Specialist

Technical Account Manager

Relationship Manager

Data Strategy & Transformation Senior Manager | Data & Analytics | Technology Consulting | Advisory

Assistant Manager Trustee

EMEA Benefits and Wellness Manager

Customer Success Manager, Enterprise

Ireland Investments Leader

QS Manager, Hybrid

Financial Consultant - Partnerships Team

Broker Consultant

Financial Planning & Analysis Lead (Manager) - French Speaking

Senior Compliance Governance & Operations Analyst

Financial Planning Advisor

Finance ERP Transformation Director, Government & Public Services

Renewals Manager

Account Manager

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