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
Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply
Experienced Financial Adviser
Irish Life Financial Services Limited —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Communication skills
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
Revenue Operations Manager
Circit Limited —Dublin, County Dublin
- Hybrid work
- CRM software
- Sales
- Analysis skills
Quick apply
Chief Operating Officer
&Open —DUBLIN 6W, County Dublin
- Hybrid work
- Leadership
- Annual leave
Quick apply
Head of Treasury and Investor Relations
Eirgrid —Dublin, County Dublin
- Finance
- Bachelor's degree
- Leadership
Quick apply
8d
Health Transformation Director - Health Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Master's degree
- Business
- Leadership
Project Development Manager
Vestas —Dublin, County Dublin
- Full-time
- Engineering
- English
- Project management
Director/Senior Director of Technical Delivery Management
EPAM Systems, Inc. —Dublin, County Dublin
- Azure
- Computer Science
- Master's degree
- Employee stock purchase plan
- Referral programme
EMEA Senior Tax Analyst
ServiceNow —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Project management
Quick apply
9d
Business Development Manager
Maples Group - Legal Services —DUBLIN 2, County Dublin
- Marketing
- Administrative experience
- Business development
- Life insurance
Tax Manager
Accenture —Dublin, County Dublin
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
2d
SEO Lead
Legacy Communications —Lucan, County Dublin
- Full-time
- Project management
- AI
- Communication skills
Quick apply
Director of Marketing
Mason Hayes & Curran LLP —Dublin, County Dublin
- Full-time
- Hybrid work
- Marketing
- Leadership
- Marketing
Quick apply
Senior Associate Director, Controls, Third Party Management
MUFG Investor Services —Dublin, County Dublin
- Full-time
- Finance
- Business
- Accounting
Quick apply
1d
Head of Direct Retail Strategy & Performance
AXA —DUBLIN 1, County Dublin
- Hybrid work
- Research
- Business development
- Agile
3d
Health Technology Director - Health Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Computer Science
- Master's degree
- Communication skills
Manager - Tax Solutions Centre
PwC —Dublin, County Dublin
- Full-time
- Research
- Bachelor's degree
- Communication skills
Microsoft Dynamics CRM Programme/Project Manager | Senior Manager | Technology Consulting | Advisory
PwC —Dublin, County Dublin
- Full-time
- ERP systems
- Bachelor's degree

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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

Financial Consultant - Partnerships Team

Experienced Financial Adviser

Head of Legal and Economics

Revenue Operations Manager

Chief Operating Officer

Head of Treasury and Investor Relations

Health Transformation Director - Health Consulting - Advisory

Project Development Manager

Director/Senior Director of Technical Delivery Management

EMEA Senior Tax Analyst

Business Development Manager

Tax Manager

SEO Lead

Director of Marketing

Senior Associate Director, Controls, Third Party Management

Head of Direct Retail Strategy & Performance

Health Technology Director - Health Consulting - Advisory

Manager - Tax Solutions Centre

Microsoft Dynamics CRM Programme/Project Manager | Senior Manager | Technology Consulting | Advisory

I want to receive the latest job alerts for financial planning advisor in celbridge, ke

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