Find Financial advisory coach Jobs in County Dublin

Financial Planning Consultant
Bank of Ireland —Dublin, County Dublin
- €65,000–€80,000 a year
- Full-time
- Annual leave
- Employee assistance program
Associate Director - Dispute Advisory (Financial Expert Witness & Litigation Support)
KPMG —Dublin, County Dublin
- Hybrid work
- Writing skills
- Business development
- Analysis skills
- Relocation assistance
- Annual leave
Health Transformation Director - Health Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Master's degree
- Business
- Leadership
Senior Manager, Financial Business Partnering
ICON Plc —Dublin, County Dublin
- Full-time
- Microsoft Excel
- Finance
- Budgeting
Accounting & Business Services Senior Manager
AAB —Dublin, County Dublin
- €60,000–€75,000 a year
- Hybrid work
- Mentoring
- Business
- Communication skills
Data Strategy & Transformation Senior Manager | Data & Analytics | Technology Consulting | Advisory
PwC —Dublin, County Dublin
- Full-time
- Computer Science
- Research
- Bachelor's degree
Manager - M&A Advisory Consulting
PwC —Dublin, County Dublin
- Full-time
- Sales
- Analysis skills
- Project management
Accounting Advisory Assistant Manager - Dublin
CRH Group Services Ltd. —Dublin, County Dublin
- Full-time
- Management
- Master's degree
- Analysis skills
Quick apply
Tax - Financial Services (Banking & Fintech) - Manager
PwC —Dublin, County Dublin
- Full-time
- No degree
- Recruiting
- Leadership
Data & AI Transformation Senior Manager / Director - Data & AI Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Azure
- Research
- SQL
Cost Manager
AECOM —Dublin, County Dublin
- Full-time
- Construction
- Budgeting
Information Technology Cross-Function Vice President
Sumitomo Mitsui Banking Corporation —Dublin, County Dublin
- Hybrid work
- Computer Science
- SQL
- Analysis skills
- Annual leave
6h
Executive Director - Pensions Actuary
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Master's degree
- Business
- Gym membership
9d
FS Business Consulting - Strategy and Operations Transformation - Manager - Dublin
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Gym membership
Data Director - Azure Data Modernisation and Fabric
PwC —Dublin, County Dublin
- Full-time
- Azure
- AI
- Leadership
FS Tax - Automatic Exchange of Information - Director
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Business development
- Gym membership
UKI Technology Consulting - Technical Architect Manager / Senior Manager (Salesforce Services)
EY —DUBLIN 2, County Dublin
- Hybrid work
- Salesforce
- Analysis skills
- Presentation skills
Data Transformation Director / Senior Manager | Data & Analytics | Technology Consulting
PwC —Dublin, County Dublin
- Full-time
- Azure
- Research
- AWS
FS Business Consulting - Business Transformation Delivery - Manager - Dublin
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Gym membership
FS Technology Consulting - AI and Data - Data Management, Risk and Finance - Senior Manager - Dublin
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Research
- Master's degree
- Gym membership

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Financial Planning Consultant

Bank of Ireland -
Dublin, County Dublin

Apply Now

Job details

Full-time
€65,000–€80,000 a year

Benefits

Company car
Annual leave
Employee assistance program

Full job description

What is the opportunity?

As a Financial Planning Consultant, you will work face to face with customers across Dublin to help them plan confidently for their financial future. Working with one of Ireland's leading wealth management providers, you will deliver expert life assurance and pension advice through in person financial planning conversations that build trust and long term relationships. With access to an existing customer base, strong referral flows and market leading tools, you can focus on advice led customer engagement while continuing to grow your advisory career at Bank of Ireland.

This is a branch based role, with time spent across a number of Dublin locations.

In this role, you will:

Meet customers face to face in branch to deliver clear, compliant life assurance and pension advice tailored to their goals and circumstances.
Build long term, trusted relationships through high quality financial planning conversations.
Grow new and existing business across pensions, protection, savings and investments using Bank of Ireland's wealth propositions.
Work closely with branch colleagues and referral partners to identify and support advice opportunities.
Use digital advice tools and platforms to support financial planning discussions and enhance the customer experience.

What will make you stand out?

You are an experienced Life and Pensions Advisor with a strong track record of delivering face to face financial advice in a customer facing environment. You enjoy meeting customers in person, building rapport quickly and guiding them through important financial decisions with confidence and care.

With solid experience in life assurance and pension advice, you are comfortable leading financial planning conversations and explaining complex information in a clear and reassuring way. You are customer focused, collaborative and motivated to grow your advice pipeline through meaningful engagement with customers and referral partners. You stay curious about market developments and are committed to continuously developing your technical knowledge and advisory skills.

Essential qualifications

Minimum of three years experience providing face to face life assurance and pension advice.
Qualified Financial Advisor (QFA).
Full, clean Irish driving licence.

More about the team

Wealth Advice and Distribution is part of Bank of Ireland Group and provides customers with access to clear, easy to understand life assurance, pension, savings and investment solutions. The team works closely with colleagues across the Bank to deliver a consistent, customer centred wealth proposition.

Our consultants support customers through in person financial planning discussions, using market leading tools and digital platforms to help customers make informed decisions at every stage of life. You will join a collaborative and supportive team that values professionalism, continuous learning and putting the customer at the centre of everything we do.

Why work with us?

The Bank of Ireland company culture prioritises work life balance, along with 23 days annual leave and excellent pension contributions.

Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy along with working parent and carer supports.

Your health and wellbeing is important to us; we offer a substantial health insurance contribution, Employee Assistance Programme, WebDoctor and financial wellbeing coaches.

We also encourage and support colleagues to pursue educational and professional qualifications to grow and enhance your career.

Salary range for this role is €65,000 - €80,000 per annum, with a company car or car allowance.

Key Competencies

Customer Focused - Leader
Better together - Leader
Be Decisive - Leader
Take Ownership - Leader
Manage Risk - Leader

We're on a continuous journey to build an inclusive and diverse workplace. We welcome applications from people of all backgrounds, lived experience, abilities and perspectives. We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions. If you require an accommodation please complete this form and one of our recruitment team members will be in touch via email. Any information provided will be treated as confidential within the recruitment team and used only for the purpose of determining and providing appropriate accommodations for the application and recruitment process.

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.

Apply Now

Refine Your Search

financial advisory coach jobs in county dublin

Financial Planning Consultant

Associate Director - Dispute Advisory (Financial Expert Witness & Litigation Support)

Health Transformation Director - Health Consulting - Advisory

Senior Manager, Financial Business Partnering

Accounting & Business Services Senior Manager

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

Manager - M&A Advisory Consulting

Accounting Advisory Assistant Manager - Dublin

Tax - Financial Services (Banking & Fintech) - Manager

Data & AI Transformation Senior Manager / Director - Data & AI Consulting - Advisory

Cost Manager

Information Technology Cross-Function Vice President

Executive Director - Pensions Actuary

FS Business Consulting - Strategy and Operations Transformation - Manager - Dublin

Data Director - Azure Data Modernisation and Fabric

FS Tax - Automatic Exchange of Information - Director

UKI Technology Consulting - Technical Architect Manager / Senior Manager (Salesforce Services)

Data Transformation Director / Senior Manager | Data & Analytics | Technology Consulting

FS Business Consulting - Business Transformation Delivery - Manager - Dublin

FS Technology Consulting - AI and Data - Data Management, Risk and Finance - Senior Manager - Dublin

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