Financial Advisor

    DublinPermanentCompetitive
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    2 days ago
    JN -072025-1985888
    New

    Financial Advisor

    Dublin Permanent Competitive

    About the job

    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.