Senior Financial Advisor

Description

We are hiring for our client, a growing and highly respected financial planning firm in County Louth, who are seeking a Senior Financial Advisor to join their expanding team.

This Senior Financial Advisor role offers the opportunity to manage an established portfolio of clients while driving business growth through referrals, networking and relationship development. The successful Senior Financial Advisor will provide holistic advice across pensions, investments, protection and wealth management, supported by a dedicated administration and compliance team.

This position is ideally suited to an experienced advisor with a strong track record of client relationship management, business development and delivering high-quality financial planning advice.

Top 3 Things to Know About this Senior Financial Advisor Job:

1. Established client portfolio and strong support infrastructure
2. Excellent earning potential with performance-related rewards
3. Progressive and growing financial planning business

The Role:

• Manage and develop an established portfolio of clients across pensions, investments, protection and retirement planning
• Deliver holistic financial planning advice tailored to individual client objectives
• Conduct regular client reviews and identify opportunities to enhance financial outcomes
• Develop new business opportunities through referrals, networking and relationship building
• Ensure all advice and documentation comply with Central Bank of Ireland regulations and company standards
• Maintain detailed and accurate client records
• Contribute towards business growth objectives and performance targets
• Mentor and support less experienced colleagues where appropriate
• Stay informed on industry developments, products and regulatory changes

The Person:

• Full QFA qualification is essential
• Minimum 7 Years’ client-facing experience within the Irish financial planning, pensions and investments sector
• Strong experience advising clients on pensions, investments, protection and wealth management solutions
• Proven ability to build and maintain long-term client relationships
• Demonstrable business development and networking experience
• Strong knowledge of Irish financial services compliance and regulatory requirements
• Excellent communication, presentation and interpersonal skills
• Proficient in CRM systems and Microsoft Office applications
• Full driving licence and own transport required

The Reward:

• Competitive salary commensurate with experience
• Performance-related bonus and earning potential
• Defined Contribution Pension Scheme
• Death in Service and Income Protection benefits
• Employee Assistance Programme
• Paid professional qualifications and ongoing study support
• Regular training, mentorship and professional development
• Full administration, compliance and paraplanning support
• Laptop, phone and all necessary equipment provided
• Opportunity to join a growing business with genuine long-term career prospects

Next Steps

For further information, and to apply for this Senior 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.