Associate Advisor – Financial Planning

South Leinster

We are partnering with a well-established and growing professional services firm to recruit an Associate Advisor to join their Financial Planning team.

This is an excellent opportunity for a motivated financial services professional to work closely with Partners and specialist teams, delivering high-quality advice and long-term financial planning solutions to a diverse client base.

With offices across the country, you'll be based in the one most convenient to your location. 

Key Responsibilities:

• Provide tailored financial planning advice across pensions, investments, protection, and savings
• Develop and manage relationships with both new and existing clients
• Support business development initiatives and contribute to growing the client portfolio
• Work closely with senior advisors and local teams to assess and respond to client needs
• Maintain a high standard of compliance and regulatory adherence
• Contribute to the ongoing development and success of the financial planning team

• QFA qualified (essential)
• Minimum 2+ years’ experience in financial services, with a focus on client-facing advisory
• Strong understanding of financial planning products and regulatory requirements
• Excellent communication and interpersonal skills
• Client-focused with a strong service ethic
• Commercially aware with an interest in business development
• Proactive, motivated, and keen to develop professionally
• A collaborative team player with high levels of integrity

• Join a collaborative, high-performing and values-driven team
• Work in a supportive environment that encourages learning and development
• Access clear opportunities for career progression and growth
• Benefit from flexible working arrangements and a strong work-life balance
• Participate in regular social, wellness, and team initiatives
• Be part of a firm with a strong reputation and ambitious growth plans