Financial Advisor

3 weeks ago

Dublin, Dublin City, Ireland Dng Financial Services Ltd Full time

mortgages
Brief Description of Role
DNG Financial Services is looking to recruit a qualified Financial Advisor to join our growing team.
This is an excellent opportunity for a motivated, client-focused individual with a strong understanding of pensions, protection, savings and investment solutions.
Main Duties and Responsibilities
Meet with new and existing clients to assess their financial planning needs
Provide expert advice on pensions, life cover, savings, and investments
Prepare and present financial planning proposals tailored to individual client goals
Maintain strong knowledge of industry products and regulations
Proactively manage and develop a portfolio of clients
Identify new business opportunities and contribute to the growth of DNG Financial Services
Maintain compliant records and ensure advice is always in line with regulatory standards
Support client retention and referrals through exceptional service delivery
Skills and Experience Required
QFA qualified with at least 2 years of advisory experience
Deep knowledge of pension, investment, and protection products
Excellent interpersonal and relationship-building skills
Proven ability to meet client needs and achieve business targets
High level of personal integrity and professionalism
Strong organisational and administrative skills
Client-focused approach and commercial awareness
Proficiency in Microsoft Office and CRM systems
Prior experience using Voyant is advantageous
Minimum or Desired Qualifications Required
QFA essential
Third Level Qualification desirable
Full Driver's Licence required
Additional Information
Full Time Permanent Contract – 37.5 hours per week
Salary & Benefits: On Application
Apply by submitting your CV to James Kane – ******
Closing Date for Applications: 10/06/2025
Shortlisting will apply
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