Financial Advisor - QFA | Permanent | Dublin / Hybrid
Salary: DOE + Commission + Excellent Benefits
Overview:
Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. The role offers excellent hybrid working flexibility and the autonomy to grow your own book of business, with strong support provided.
Key Responsibilities:
- Deliver comprehensive financial advice across protection, savings & investments, pensions, and retirement planning.
- Conduct thorough fact-finds and assess clients' financial circumstances and risk profiles.
- Develop new business through commercial initiatives, lead generation, networking, and referrals.
- Build and maintain long-lasting client relationships based on trust, transparency, and results.
- Ensure full adherence to internal policies and industry compliance standards.
- Utilise cashflow modelling tools (e.g., CashCalc) to support client planning and projections.
- Work towards agreed targets while maintaining the highest service standards.
Key Requirements:
- QFA qualification is essential; CFP qualification is an advantage.
- Proven experience as a Financial Advisor or Planner in the Irish market (broker experience desirable).
- Strong understanding of Life, Pensions, and Investment products.
- In-depth knowledge of Irish pension legislation and financial regulations.
- Excellent communication and interpersonal skills.
- A self-starter with a proactive attitude and a commercial mindset.
- Track record of meeting or exceeding performance targets.
- Experience with financial planning software, especially cashflow modelling tools.
Why Apply?
- Flexible hybrid work model.
- Strong internal support for new business generation.
- Collaborative, professional, and dynamic environment.
- Clear pathways for progression and development.
- Attractive compensation and benefits package.
