Find Qfa qualified financial advisor Jobs in Glasnevin County Dublin

Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Financial Services Sales Exec
Marsh Mackey —Clonee, County Meath
- €32,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Life & Pensions Administrator
Fairstone Ireland —Dublin, County Dublin
- €32,000–€37,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply
13d
Healthcare Proposition Lead
Aon Corporation —Dublin, County Dublin
- Full-time
- Analysis skills
- Communication skills
- Negotiation
14d
Operations Leader Life and Pensions
WTW —Dublin, County Dublin
- Full-time
- Hybrid work
- Annual leave
14d
Head of Corporate Pensions Product, New Ireland Assurance
Bank of Ireland —Dublin, County Dublin
- Full-time
- Hybrid work
- No degree
- Business
- Annual leave
- Employee assistance program
5d
Financial Planning Advisor
Fairstone Ireland —Dublin, County Dublin
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
Quick apply
Financial Advisor
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Annual leave
Quick apply
Broker Consultant
Zurich Insurance —Dublin, County Dublin
- Part-time
- No degree
- Communication skills
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
Director, Employee Benefits Consulting
WTW —Dublin, County Dublin
- Full-time
- Hybrid work
- Mentoring
- Communication skills
- Annual leave
Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply

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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

qfa qualified financial advisor jobs in glasnevin county dublin

Client Services Executive

Financial Services Sales Exec

Life & Pensions Administrator

Healthcare Proposition Lead

Operations Leader Life and Pensions

Head of Corporate Pensions Product, New Ireland Assurance

Financial Planning Advisor

Financial Advisor

Broker Consultant

Customer Service Advisor

Director, Employee Benefits Consulting

Financial Consultant - Partnerships Team

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