Financial Advisor

Financial Advisor | Ireland | Permanent | Remote

A leading financial services firm is seeking an ambitious, client-focused Financial Advisor to join its growing, remote-first team.

The successful candidate will advise independent workers, including contractors, self-employed professionals, and company directors, providing high-quality financial planning across wealth protection, retirement planning, and long-term financial goals. The role benefits from strong internal support, in-house lead generation, and integrated tax expertise.

Key Responsibilities:

• Develop and implement personalised financial plans aligned with client objectives, risk tolerance, and time horizons
• Conduct in-depth client reviews to assess financial position and identify opportunities
• Provide advice on investments, asset allocation, tax planning, retirement, and estate planning
• Build and maintain long-term, trust-based client relationships
• Carry out annual and ad-hoc client reviews
• Manage and progress in-house generated leads efficiently and professionally
• Collaborate with internal teams to deliver holistic wealth management solutions
• Stay up-to-date with market, regulatory, and industry developments
• Ensure full compliance with regulatory and ethical standards
• Promote a collaborative, "One Team" mindset within the organisation

Candidate Requirements:

• Qualified Financial Advisor (QFA); CFP qualification is advantageous
• Minimum of 2.5 years' experience in a similar financial advisory role
• Strong working knowledge of life, pension, and investment products
• Excellent interpersonal, verbal, and written communication skills
• Strong attention to detail with proven analytical and problem-solving skills
• Ability to work independently while managing multiple priorities
• Experience using financial planning tools, CRM systems, and related technology
• Demonstrated commitment to ongoing personal and professional development