Financial Advisor

Financial Advisor | Permanent | Dublin Hybrid - 1 day in office

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.

• 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.