Financial Advisor

2 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 – jameskane@dngfs.ie
Closing Date for Applications: 10/06/2025
Shortlisting will apply

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