Financial Advisor

Description

We are hiring for our client, a growing and highly respected financial planning firm in County Louth, who are seeking an experienced Financial Advisor to join their expanding team. This Financial Advisor role offers the opportunity to work with an established portfolio of clients across life insurance, pensions, investments and wealth management, while also contributing to continued business growth through referrals and networking.

This Financial Advisor opportunity would suit someone who enjoys building long-term client relationships, providing holistic financial planning advice and working within a collaborative, compliance-focused environment. You will join a supportive business that values professionalism, ethical advice and career development, with strong back-office and compliance support already in place.

Top 3 Things to Know About this Financial Advisor Job:

1. Established client portfolio with strong back-office support
2. Excellent earning potential with performance-related rewards
3. Growing and progressive financial planning business in County Louth

The Role:

• Manage and service an established portfolio of clients across pensions, protection, investments and retirement planning
• Conduct regular financial reviews and maintain strong long-term client relationships
• Provide holistic financial advice tailored to each client’s individual needs and objectives
• Ensure all client files and advice processes remain fully compliant with Central Bank of Ireland regulations and internal policies
• Maintain accurate records and documentation in line with compliance standards
• Generate new business opportunities through networking, referrals and relationship building
• Contribute towards business growth targets while maintaining excellent client service standards
• Stay informed on market developments, products and industry changes to deliver best-in-class advice
• Work closely with experienced advisors, administrators and compliance professionals within the business

The Person:

• Full QFA qualification is essential
• Approximately 4+ years’ experience within the Irish life, pensions and investments market
• Strong knowledge of pensions, investments, protection and wealth management products
• Excellent communication and relationship-building skills
• Client-focused approach with strong attention to detail
• Good understanding of regulatory and compliance requirements within financial services
• Comfortable using CRM systems and Microsoft Office applications
• Full driving licence and own transport required

The Reward:

• Competitive base salary commensurate with experience
• Performance-related bonus and earning potential
• Paid professional qualifications and ongoing study support
• Regular training, mentorship and career development opportunities
• Defined Contribution Pension Scheme
• Death in Service and Income Protection benefits
• Employee Assistance Programme
• Full back-office, compliance and administrative support
• Laptop, phone, CRM systems and all necessary equipment provided
• Join a collaborative and growing financial planning business with strong long-term progression opportunities

Next Steps

For further information, and to apply for this Financial Advisor job, please contact Connor Donaghy at Hunter Savage.

Expert, confidential recruitment advice. Salary details are provided as a guide and will depend on experience and expertise.

We reserve the right to heighten shortlisting criteria depending on the calibre of response received.