Find Investment advisor Jobs in Dublin County Dublin

Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply
Asset & Wealth Management, Operations Oversight, Associate, Dublin
Goldman Sachs —Dublin, County Dublin
- Full-time
- Bachelor's degree
- No degree
- In-person
- Employee assistance program
7d
Senior Financial Advisor
Moneycube —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
7d
Financial Analyst
Moneycube —Dublin, County Dublin
- Full-time
- Microsoft Excel
- SQL
- Presentation skills
Quick apply
7d
Financial Accountant
Bargaintown —Glasnevin, County Dublin
- €65,000–€80,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- ERP systems
- Sick pay
Quick apply
Life, Pensions & Group Schemes Administrator
Moneycube —Dublin, County Dublin
- Full-time
- Microsoft Word
- Microsoft Excel
- Communication skills
- Sick pay
Quick apply
11d
Account Manager
Spector —Dublin, County Dublin
- €40,000–€50,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Business development
- Annual leave
Quick apply
Senior Fund Accountant
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Management
- Customer service
- English
- Annual leave
Fund Accountant Supervisor
U.S. Bank National Association —Dublin, County Dublin
- €56,100–€66,000 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's degree
13d
Senior Product Manager
Optum —Dublin, County Dublin
- Full-time
- Master's degree
- Analysis skills
- No degree
Assistant Manager, Investor Services
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Annual leave
Data Strategy & Transformation Senior Manager | Data & Analytics | Technology Consulting | Advisory
PwC —Dublin, County Dublin
- Full-time
- Computer Science
- Research
- Bachelor's degree
Supervisor, Investor Services
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Annual leave
Compliance Officer (Management Company) - SEI Global Investments Ltd
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Finance
- No degree
- In-person
- Annual leave
5d
Manager, Centralized Operations
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Annual leave
Senior Business Change Consultant - Ireland
4OC —Dublin, County Dublin
- €66,000–€75,000 a year
- Hybrid work
- Project management
- Mentoring
- Organisational skills
4d
Success Architect Sales Cloud/ Platform - French or Italian Speaking
Salesforce —Dublin, County Dublin
- Full-time
- Sales
- Salesforce
- English
4d
Technical Account Manager
Xtremepush —DUBLIN 2, County Dublin
- €50,000 a year
- Hybrid work
- SQL
- AWS
- JavaScript
Quick apply
Fund Accounting Supervisor
U.S. Bank National Association —Dublin, County Dublin
- €56,100–€66,000 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's degree
12d
Supervisor, Investor Services AML
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- English
- Annual leave

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Financial Consultant - Partnerships Team

Cornmarket -
Dublin, County Dublin

Quick apply

Job details

Full-time

Benefits

Additional leave
Annual leave
Employee assistance program

Qualifications

Sales
Customer service
Communication skills
Time management

Full job description

Who We Are

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

We are currently recruiting a number of Financial Consultants to service and advise our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. These products include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services. This is a target-driven role in a busy sales environment.

All Financial Consultants receive 8 weeks' extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.

What We Can Offer You....

Flexible working from home options as part of our Cornmarket Flex ways of working
Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
Annual leave (increases based on service)
Flexi leave (option to take additional annual leave)
Attractive flexible pension contribution rates
Health insurance or wellness subsidy
Fully paid family leave types (maternity/paternity/surrogacy)
Performance based bonus/commission
Subsistence and mileage allowance
Income protection
Life cover
Discounts on financial products
Comprehensive health wellbeing programme
Employee Assistance Programme
Active Sports Social Club

Accountabilities of the Role

Conducting a comprehensive fact find or financial health check with customers to identify their needs and objectives
Selling particular life policies to include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services
Presenting about our services at different workplaces (for example hospitals and schools) for brand visibility within the surrounding regions of where the consultant is based
Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction
Reaching or exceeding assigned sales goals and targets based on selling of financial products
Responding to a variety of different customer lead sources in a professional manner
Building quality, long-term relationships with our customers by providing an efficient and specialised service to customers
Providing best practice financial advice on a number of different areas
Retaining existing business sold via the life sales external and internal team
Performing duties in a compliant manner in accordance with our policies and procedures
Complying with risk control and regulatory requirements that are relevant to this role
Maintaining commercial awareness relevant to this role

Skills Knowledge Required

Ideally the candidate will hold APA designation or full QFA, however we will support attaining such qualification
The ideal candidate will possess both sales and customer service experience
Previous experience within a financial institution is advantageous
Exceptional stakeholder management and communication skills
Strong attention to detail and numerical reasoning skills
Ability to work to deadlines and targets
Time management and organisation skills
Comply with risk control and regulatory requirements that are relevant to this role
Maintain commercial awareness relevant to this role

Controlled Function Position

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity.

Equal Opportunities Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit our Recruitment Data Privacy Notice.

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Refine Your Search

investment advisor jobs in dublin county dublin

Financial Consultant - Partnerships Team

Asset & Wealth Management, Operations Oversight, Associate, Dublin

Senior Financial Advisor

Financial Analyst

Financial Accountant

Life, Pensions & Group Schemes Administrator

Account Manager

Senior Fund Accountant

Fund Accountant Supervisor

Senior Product Manager

Assistant Manager, Investor Services

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

Supervisor, Investor Services

Compliance Officer (Management Company) - SEI Global Investments Ltd

Manager, Centralized Operations

Senior Business Change Consultant - Ireland

Success Architect Sales Cloud/ Platform - French or Italian Speaking

Technical Account Manager

Fund Accounting Supervisor

Supervisor, Investor Services AML

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