Find financial planner Jobs in dublin county dublin

Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Business Analyst – Planning and Ranging (12-Months FTC)
Primark —DUBLIN 1, County Dublin
- Full-time
- Hybrid work
- Azure
- Merchandising
- System design
Quick apply
Nature Lead
Arup —Dublin, County Dublin
- Leadership
- Communication skills
- Profit sharing
- Employee assistance program
Project Controls Manager
AECOM —Dublin, County Dublin
- Full-time
- Project management
Project Director – Cost Management
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- IT
1d
Civil Engineering Graduate Water / Dublin, Cork, Derry (September 2026 starts)
AECOM —Dublin, County Dublin
- Hybrid work
- Microsoft Excel
- Engineering
- Master's degree
Senior Contracts Manager
AECOM —Dublin, County Dublin
- Hybrid work
- Project management
- Contracts
Power Systems Engineer, Network Development
ESB —Dublin, County Dublin
- €59,000–€70,000 a year
- Full-time
- SQL
- Electrical Engineering
- Communication skills
Lead Hydromorphologist / Geomorphologist
AtkinsRéalis —Dublin, County Dublin
- Full-time
- Hybrid work
- Engineering
- Maintenance
- Communication skills
Programme Controls Lead
AECOM —Dublin, County Dublin
- Full-time
- Engineering
- Maintenance
- Project management
Senior Project Manager
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Project management
Associate Director - Development Infrastructure
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Master's degree
- Civil Engineering
Enabling Works Project Manager
AECOM —Dublin, County Dublin
- Full-time
- Contracts
- Communication skills
Associate Director - Landscape Architecture - Dublin/Cork
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- AutoCAD
- Microsoft Office
- Master's degree
Senior Quantity Surveyor
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Analysis skills
- Contracts
- Negotiation
8d
Senior Project Manager:Data Centers
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Project management
Principal Environmental Scientist
AtkinsRéalis —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Mentoring
Associate Electrical Director: Data Centres
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Business development
- Leadership
Senior Project Manager:Residental projects
AECOM —Dublin, County Dublin
- Full-time
- Hybrid work
- Project management
Senior Engineer, Applied AI
EXL Service —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Excel
- Azure
- Master's degree

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Client Services Executive

Prosperous Financial
Dublin, County Dublin

Quick apply

Job details

Full-time

Benefits

Annual leave

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Microsoft Excel
Microsoft Office
Finance
Bachelor's degree
Organisational skills
Business
Communication skills

Full job description

Job Title: Client Services Executive

Reporting to: Client Services Paraplanning Manager

Department: Product

About Prosperous Financial:

At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long term relationships.

We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.

About The Role:

Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team.

The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm. They are responsible for handling client enquiries, processing transactions and supporting our financial advisors in delivering effective financial planning solutions. This role requires strong communication, organisational skills and a client-focused mindset.

Key Responsibilities:

Client Relationship Management

Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses.
Build and maintain strong relationships with clients, focusing on delivering an exceptional customer experience.
Conduct regular follow-ups to ensure client satisfaction and address any additional service needs.

Support for Financial Advisors

Work closely with financial advisors and financial planners to prepare documents, process applications and manage client files.
Coordinate with internal departments to ensure a smooth journey and effective service delivery.
Engage with advisors in fulfilling the clients recommendations and following up on pending actions or tasks.

Administrative and Operational Tasks

Process account openings, applications, updates, transfers, top ups and other administrative tasks accurately and efficiently.
Maintain and update client records in the CRM, ensuring data integrity and compliance with company policies.
Handle document management, including filing, organising and retrieving documents as required.

Compliance and Regulatory Requirements

Ensure all client service activities comply with relevant industry regulations and company policies.
Support internal audits and compliance checks as required.

Client Communications and Reporting

Prepare and send regular communications to clients, including updates, statements and account summaries.
Respond to clients in an efficient response time.
Assist in generating custom reports for clients as requested.

Skills And Experience:

QFA (Qualified Financial Adviser) certification
Minimum of 2-3 years of experience in a client services role, preferably within a financial planning or financial services environment
Bachelor’s degree in finance, business, or a related field
Strong understanding of financial products, services and industry regulations
Excellent communication and interpersonal skills with a client-centric approach
High attention to detail and strong organisational skills
Proficiency in CRM software preferably Online Application, Voyant and Microsoft Office Suite (Excel, Word, PowerPoint)

Why work with us:

Excellent remuneration package and competitive bonus structure
Hybrid, flexible working model (4 days from home / 1 day in office)
25 days annual leave
Employer pension contributions up to 10%
Income Protection
Death In Service
Recognised as a Great Place to Work 2024-2026 and a Best Workplace 2025

Quick apply

Refine Your Search

financial planner jobs in dublin county dublin

Client Services Executive

Business Analyst – Planning and Ranging (12-Months FTC)

Nature Lead

Project Controls Manager

Project Director – Cost Management

Civil Engineering Graduate Water / Dublin, Cork, Derry (September 2026 starts)

Senior Contracts Manager

Power Systems Engineer, Network Development

Lead Hydromorphologist / Geomorphologist

Programme Controls Lead

Senior Project Manager

Associate Director - Development Infrastructure

Enabling Works Project Manager

Associate Director - Landscape Architecture - Dublin/Cork

Senior Quantity Surveyor

Senior Project Manager:Data Centers

Principal Environmental Scientist

Associate Electrical Director: Data Centres

Senior Project Manager:Residental projects

Senior Engineer, Applied AI

I want to receive the latest job alerts for financial planner in dublin county dublin

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