Financial Advisor New

2 weeks ago

Dublin, Dublin City, Ireland CPL Full time
Senior Financial Adviser (QFA)

About the Role

On behalf of our client, we are seeking a highly motivated and experienced Senior Financial Adviser (QFA) to join their team. This is a field sales role based in Dublin 18, with travel required across parts of Leinster.

The successful candidate will manage an existing portfolio of clients while also driving business development and growth. This position offers the opportunity to work with high-value clients, delivering tailored financial solutions and building long-term relationships.

Key Responsibilities

Provide expert financial advice to new and existing clients

Manage and grow an established client portfolio

Develop new business opportunities through various channel

Deliver financial solutions in areas such as wealth management, pensions, and protection

Represent the business as a trusted adviser in the marketplace

Meet agreed sales targets and contribute to team goals

Ensure compliance with all regulatory requirements

Candidate Profile

Fully QFA qualified (minimum requirement)

Minimum of 3 years' experience in financial advisory services

Strong knowledge of pensions, investments, and associated tax/regulatory requirements

Ability to grow and manage client relationships effectively

Excellent interpersonal, problem-solving, and communication skills

Strong organisational and planning capabilities

High attention to detail with the ability to prioritise workload

Flexible, adaptable, and able to work both independently and as part of a team

Good knowledge of MiFID regulations and the Consumer Protection Code 2012

Full driver's licence required

What's on Offer

Competitive performance-related bonus structure

Underground parking

Full-time permanent role

#LI-MC1

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