Senior Financial Advisor

3 weeks ago

Donegal, Ireland 360 Search Full time
Overview

Talented and ambitious Financial Advisor to join a well-established and progressive financial advisory firm with offices across Donegal. This is an excellent opportunity to become part of a supportive, forward-thinking team that prides itself on delivering holistic, lifestyle-based financial planning to both individuals and businesses. This role will be based in Buncrana, with responsibility for managing an existing client base across Buncrana and the wider Inishowen area, while also developing new client relationships.

Key Responsibilities
  • Manage and maintain strong relationships with an established client portfolio
  • Conduct regular financial reviews with existing clients to identify evolving needs
  • Carry out needs analysis with both new and potential clients
  • Provide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and Mortgages
  • Recommend and implement solutions in line with compliance standards and regulatory requirements
  • Deliver ongoing service and support to clients to ensure long-term financial wellbeing
  • Work to agreed targets while maintaining the highest standards of client care
  • Actively participate in team meetings and contribute to business initiatives
Essential Qualifications & Experience
  • At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in Ireland
  • Strong communication and presentation skills
  • Proficiency with Microsoft Office
Key Personal Attributes
  • Client-focused mindset with a genuine commitment to delivering exceptional service
  • Excellent interpersonal skills with the ability to build trust and long-term relationships
  • Self-motivated, driven, and enthusiastic with the ability to meet agreed goals
  • Adaptable and flexible in a dynamic working environment
  • Willing to be based in or relocate to Co. Donegal
What's on Offer
  • Competitive remuneration package including salary plus commission/bonus
  • Flexible working hours to support work-life balance
  • Primarily office-based role, with potential for hybrid arrangements subject to business needs
  • Company pension scheme
Seniority level
  • Mid-Senior level
Employment type
  • Full-time

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