Find Investment consultant Jobs in Dublin County Dublin

Financial Planning Consultant
Bank of Ireland —Dublin, County Dublin
- €65,000–€80,000 a year
- Full-time
- Annual leave
- Employee assistance program
Actuarial Consultant
Aon Corporation —Dublin, County Dublin
- Full-time
- Communication skills
Development Co-ordinator
Tuath Housing Association —Dublin, County Dublin
- Full-time
- Annual leave
- Employee assistance program
Quick apply
Financial Planning Consultant
Aon Corporation —Dublin, County Dublin
- Full-time
- Sales
- Communication skills
Investment Management Oversight - Senior Consultant
Franklin Templeton Investments —Dublin, County Dublin
- Full-time
- Analysis skills
- Bachelor's degree
Business Consultant
SoftCo —Dublin, County Dublin
- Full-time
- Hybrid work
- Oracle
- ERP systems
- Finance
Quick apply
AML/CFT Consultant
RSM —Dublin, County Dublin
- Full-time
- Analysis skills
- Communication skills
Quick apply
Engagement Manager, Aircraft Investment Advisory
Alton Aviation Consultancy —Dublin, County Dublin
- Microsoft Excel
- Management
- English
Salary Protection Administrator
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance program
Quick apply
6d
Associate Retirement Consultant
Aon Corporation —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Learning & Performance Manager
Amgen —Dún Laoghaire, County Dublin
- €70,170.90–€94,937.10 a year
- Engineering
- Bachelor's degree
- Business
6d
Broker Consultant
Zurich Insurance —Dublin, County Dublin
- Part-time
- No degree
- Communication 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
Sales Enablement Partner
Dojo.tech —Dublin, County Dublin
- Hybrid work
- Project management
- No degree
- Communication skills
Technical Risk Consultant
Ekco —Dublin, County Dublin
- Analysis skills
- No degree
- IT
- Annual leave
- Employee assistance program
Quick apply
4d
FS Technology Consulting - Tech Strategy Consultant - Consultant / Senior Consultant - Dublin
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Computer Science
- Master's degree
- Business development
- Gym membership
Strategy & Corporate Development Analyst
Cubic³ —Dublin, County Dublin
- Full-time
- Hybrid work
- Engineering
- Finance
- Analysis skills
- Annual leave
Broker Consultant
Allianz —Blackrock, County Dublin
- Full-time
- Sales
- Master's degree
- Presentation skills
Project Scheduler
AECOM —Dublin, County Dublin
- Hybrid work
- Master's degree
- Bachelor's degree
- No degree
AIFM Operations & Investor Relations Analyst
Octopus Energy Group —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply

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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

investment consultant jobs in dublin county dublin

Financial Planning Consultant

Actuarial Consultant

Development Co-ordinator

Financial Planning Consultant

Investment Management Oversight - Senior Consultant

Business Consultant

AML/CFT Consultant

Engagement Manager, Aircraft Investment Advisory

Salary Protection Administrator

Associate Retirement Consultant

Learning & Performance Manager

Broker Consultant

Financial Consultant - Partnerships Team

Sales Enablement Partner

Technical Risk Consultant

FS Technology Consulting - Tech Strategy Consultant - Consultant / Senior Consultant - Dublin

Strategy & Corporate Development Analyst

Broker Consultant

Project Scheduler

AIFM Operations & Investor Relations Analyst

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