Apply in 3 Minutes Financial Advisor

2 weeks ago

Dublin, Ireland Morgan McKinley Full time

Financial Advisor - QFA | Permanent | Dublin / Hybrid
Salary: DOE + Commission + Excellent Benefits

Overview:
Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. 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.

Why Apply?

- 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.

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