Senior Financial Advisor

apartmentMorgan McKinley placeDublin calendar_month 

Financial Advisor | North West Dublin | Hybrid & Flexible Working

An established and growing financial advisory firm in North West Dublin is seeking an experienced Financial Advisor to join its expanding team. This is a strong opportunity for an advisor who enjoys managing long-term client relationships while developing new business within a supportive, professional environment.

This role offers flexible hybrid working, a competitive base salary, Excellent commisison strcuture and Pension and a clear platform to grow your earnings and career.

The Role

You will manage a mix of existing clients and new business, providing high-quality advice across life, pensions, and investments, while ensuring best advice and regulatory standards are consistently met.

Key responsibilities include:

  • Growing life, pension, and investment business from an existing client base and new client referrals
  • Identifying cross-selling opportunities to maximise client value
  • Delivering tailored financial advice aligned to clients' goals and risk profiles
  • Managing the full end-to-end new business process
  • Conducting regular client reviews and portfolio performance updates
  • Presenting to group pension scheme members where required
  • Ensuring all client files meet compliance and AML standards
  • Supporting junior advisors and contributing to team development

Requirements:

  • QFA qualified (essential)
  • 5+ years' experience in a Financial Advisor or Wealth Management role
  • Strong knowledge of investments, pensions, and protection products
  • Group pensions experience (essential)
  • Mortgage experience beneficial but not required
  • Confident managing targets while maintaining high advice standards
  • Strong communication and relationship-building skills
  • Organised, proactive, and comfortable working in a hybrid environment
What's on Offer
  • Competitive base salary (€55k-€60k)
  • Earned bonus structure
  • Flexible hybrid working arrangements
  • Established client base with scope to grow
  • Supportive, professional advisory environment
  • Long-term career progression opportunity
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