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Senior Financial Advisor

Job description

Senior Financial Advisor – South Leinster
(Based in the office location closest to your home, hybrid working available)

About the Role
We are partnering with one of Ireland’s leading financial services firms to recruit a Senior Financial Advisor in South Leinster. This full-time role involves developing new business and providing ongoing advisory services to a book of existing clients. You will work closely with clients to understand their financial goals and deliver tailored solutions across pensions, investments, protection, and savings.


Key Responsibilities
  • Provide financial advice and guidance to individual and business clients.
  • Build and manage long-term client relationships, ensuring high-quality service.
  • Develop new business opportunities while maintaining and growing an existing client portfolio.
  • Prepare and present financial plans, including retirement, investment, and protection strategies.
  • Stay up to date with relevant financial products, regulations, and industry developments.
Candidate Profile
  • QFA qualified.
  • Minimum 5 years’ experience in financial services, with at least 2 years providing direct client advice.
  • Strong client service ethic and excellent communication skills.
  • Enthusiastic, eager to learn, and passionate about helping clients achieve their financial goals.
  • Ability to work independently and manage multiple client priorities from a location convenient within South Leinster.
Requirements
  • This is a controlled function under the Central Bank Reform Act 2010 (Regulations 2011). Appointment is conditional on meeting Fitness and Probity standards as set by the Central Bank of Ireland.
  • Legal right to work in Ireland.
Rewards and Benefits
  • Competitive market salary.
  • Flexible hybrid working arrangements.
  • Substantial employer pension contribution.
  • Wellbeing support including digital health services.
  • Opportunities for career growth and professional development.