Find Financial planning advisor Jobs in Celbridge, Ke

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
EHR Training Lead
UPMC —Dublin, County Dublin
- Hybrid work
- System design
- Clinic
- Bachelor's degree
- Annual leave
Principal Commercial Sales Enablement Partner, EMEA
Klaviyo —Dublin, County Dublin
- €88,000–€132,000 a year
- Sales
- Leadership
- Communication skills
Quick apply
IT Audit Senior Manager
Deloitte —Dublin, County Dublin
- €81,300 a year
- Full-time
- Management
- Business development
- Presentation skills
Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply
Sourcing Senior Manager - Device Promotions/Marketing/OEM
Verizon —Dublin, County Dublin
- Master's degree
- Bachelor's degree
- No degree
Experienced Financial Adviser
Irish Life Financial Services Limited —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Communication skills
Finance Business Partner
Entegro —Dublin, County Dublin
- Analysis skills
- No degree
- Budgeting
- Annual leave
- Work from home
Assurance - Internal Audit Senior Manager (Financial Services)
PwC —Dublin, County Dublin
- Full-time
- Bachelor's degree
- Accounting
- Accounting
Head of Legal and Economics
ComReg —North Wall, County Dublin
- €110,955.62–€137,585.58 a year
- Full-time
- Hybrid work
- Master's degree
- Supervising experience
- Continuous improvement
- Annual leave
- Employee assistance program
Quick apply
1d
Sales Development Strategy and Operations Manager
Okta —Dublin, County Dublin
- €78,000–€108,000 a year
- Sales
- Presentation skills
- AI
- Annual leave
5d
Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals
PwC —Dublin, County Dublin
- Full-time
- Accounting
- Recruiting
- Leadership
Revenue Operations Manager
Circit Limited —Dublin, County Dublin
- Hybrid work
- CRM software
- Sales
- Analysis skills
Quick apply
Director of Commercial Analytics & Insights
Optum —Dublin, County Dublin
- Full-time
- Azure
- Computer Science
- SQL
Oracle Project Delivery Manager, Hybrid
Deloitte —Dublin, County Dublin
- €75,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
10d
Broker Consultant
Allianz —Blackrock, County Dublin
- Full-time
- Sales
- Master's degree
- Presentation skills
Manager, Fund Accounting
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- Mentoring
- Annual leave
10d
EMEA Benefits and Wellness Manager
Kohlberg Kravis Roberts & Co. —Dublin, County Dublin
- Finance
- Project management
- Bachelor's degree
Chief Operating Officer
&Open —DUBLIN 6W, County Dublin
- Hybrid work
- Leadership
- Annual leave
Quick apply
Oracle Programme Delivery Lead, Hybrid
Deloitte —Dublin, County Dublin
- €90,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
10d

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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

financial planning advisor jobs in celbridge, ke

Customer Service Advisor

EHR Training Lead

Principal Commercial Sales Enablement Partner, EMEA

IT Audit Senior Manager

Financial Consultant - Partnerships Team

Sourcing Senior Manager - Device Promotions/Marketing/OEM

Experienced Financial Adviser

Finance Business Partner

Assurance - Internal Audit Senior Manager (Financial Services)

Head of Legal and Economics

Sales Development Strategy and Operations Manager

Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals

Revenue Operations Manager

Director of Commercial Analytics & Insights

Oracle Project Delivery Manager, Hybrid

Broker Consultant

Manager, Fund Accounting

EMEA Benefits and Wellness Manager

Chief Operating Officer

Oracle Programme Delivery Lead, Hybrid

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