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Financial Advisor – Limerick

4 weeks ago


Limerick, Limerick, Ireland Osborne Full time
Financial Advisor - Limerick

We are currently seeking experienced, self-motivated, and ambitious Life & Pensions Financial Advisors to join our clients dynamic and growing organisation. This is an excellent opportunity for professionals looking to progress their career in financial services within a supportive and success-driven environment.

Location: Limerick
Employment Type: Full-time, Permanent
Salary: Competitive (DOE) 

Key Responsibilities:

Identify and assess the financial needs of both new and existing clients
Provide tailored advice and solutions in line with compliance and regulatory requirements
Build and maintain strong client relationships through professional and ongoing service
Meet and exceed agreed performance targets and KPIs
Maintain accurate and up-to-date client records
Stay informed on industry changes, products, and best practices

Candidate Requirements:

Qualified Financial Advisor (QFA) designation required
Minimum of 3–5 years' experience in a client-facing Life & Pensions advisory role
Proven track record in meeting sales targets and delivering excellent customer service
Experience within a brokerage or bancassurance environment an advantage
Excellent interpersonal and communication skills
Proactive, results-driven, and able to work independently or as part of a team
Must successfully complete all legal and compliance background checks

What's on Offer:

Competitive salary and bonus structure
Mobile phone and laptop provided
Expenses and mileage reimbursement
Company pension scheme
Ongoing training and career development opportunities
Support for professional qualifications (e.g., CIP, ACII, MDI, QFA)

For more information please apply through the link provided for the attention of Karen O'Brien, email karen.obrien@osborne.ie or call 086-1071917.
If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set – please attach your CV via the link provided
Please submit your updated CV in Word Format

#INDOSB1
#INDKBRIE