▷ (10/5/2025 A) Senior Financial Advisor
5 days ago
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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Senior Financial Advisor
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Donegal, Ireland 360 Search Full timeOverviewTalented 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...
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