23 Financial Advisor jobs in Ireland

This role will involve working with an existing client book delivering an excellent and consistent level of customer service while identifying potential sales opportunities. The successful candidate joins a team of established executives and has a desire to work in a fast-paced environment which does not compromise on quality and be sales orientated. This is an opportunity for a highly ambitious and results driven individual who thrives within a dynamic target driven environment. Key Responsibilities Specific areas of responsibility will include but are not limited to: Service of an existing customer base to include inbound and outbound calls. Reviewing existing customer base to identify financial services needs. Persuade prospective clients to engage in a phone conversation and/or meeting to discuss their financial needs. Reviewing existing customer base for business development opportunities. The successful candidate will provide advice and assistance to existing/new customers to enable them to achieve their financial goals. This will be managed through inbound and outbound telephony and video calling, together with responding to and executing various new business applications. Promotion of sales with the existing client base on protection products at the outset with a view to development to other products as the progresses. Manage referrals to/from existing Advisory Team. Manage existing group pension and risk schemes. Be actively involved and contribute towards campaigns. Play a proactive role in developing the Financial Services Hub. Knowledge You are at least QFA qualified. You will have a very good knowledge of life and Protection Insurance products, having worked in the industry for twelve months minimum. You will have excellent organisation and communication skills and are confident with clients either face to face, use of digital platforms, by phone or written correspondence. You are target driven and ability to work under pressure. You have a willingness to learn and a determination to succeed. Skills: QFA Financial Advisor Financial Planner

This role will involve working with an existing client book delivering an excellent and consistent level of customer service while identifying potential sales opportunities.

The successful candidate joins a team of established executives and has a desire to work in a fast-paced environment which does not compromise on quality and be sales orientated.

This is an opportunity for a highly ambitious and results driven individual who thrives within a dynamic target driven environment.

Key Responsibilities Specific areas of responsibility will include but are not limited to: Service of an existing customer base to include inbound and outbound calls.

Reviewing existing customer base to identify financial services needs.

Persuade prospective clients to engage in a phone conversation and/or meeting to discuss their financial needs.

Reviewing existing customer base for business development opportunities.

The successful candidate will provide advice and assistance to existing/new customers to enable them to achieve their financial goals.

This will be managed through inbound and outbound telephony and video calling, together with responding to and executing various new business applications.

Promotion of sales with the existing client base on protection products at the outset with a view to development to other products as the progresses.

Manage referrals to/from existing Advisory Team.

Manage existing group pension and risk schemes.

Be actively involved and contribute towards campaigns.

Play a proactive role in developing the Financial Services Hub.

Knowledge You are at least QFA qualified.

You will have a very good knowledge of life and Protection Insurance products, having worked in the industry for twelve months minimum.

You will have excellent organisation and communication skills and are confident with clients either face to face, use of digital platforms, by phone or written correspondence.

You are target driven and ability to work under pressure.

You have a willingness to learn and a determination to succeed.

Skills: QFA Financial Advisor Financial Planner

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, 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 QFA qualified (minimum requirement) 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 Skills: Financial Adice Pensions Investment QFA

Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team. The Job Manage and nurture relationships with an existing client base while actively seeking new business opportunities Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system Network internally and externally to enhance business development and maintain the brand's integrity The Candidate Bachelors degree in business, finance, or a related field Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales experience in the Life and Pensions industry Proven track record in achieving annual sales targets Excellent client facing skills and ability to close business A strong understanding of relevant regulatory requirements Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally Skills: QFA CFP Financial Advisor Penions Invetsment Advice Financial Planning Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team.

The Job Manage and nurture relationships with an existing client base while actively seeking new business opportunities Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system Network internally and externally to enhance business development and maintain the brand's integrity The Candidate Bachelors degree in business, finance, or a related field Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales experience in the Life and Pensions industry Proven track record in achieving annual sales targets Excellent client facing skills and ability to close business A strong understanding of relevant regulatory requirements Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally Skills: QFA CFP Financial Advisor Penions Invetsment Advice Financial Planning Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

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, 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 QFA qualified (minimum requirement) 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 Skills: Financial Adice Pensions Investment QFA

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare Laois Offaly (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 6th Oct To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.

About the Role We are partnering with a leading global organisation who are seeking an experienced Financial Reporting Advisor to join their Limerick-based Financial Reporting team. The successful candoidate for this fixed-term contract will bring proven experience in preparing and reviewing financial statements and will be able to hit the ground running in a fast-paced environment. Key Responsibilities Prepare and review financial statements in line with regulatory and accounting standards. Ensure accuracy, compliance and timely delivery of reporting outputs. Act as a subject matter expert, providing guidance and review oversight to more junior team members. Work independently to meet strict deadlines and manage priorities effectively. Collaborate with internal stakeholders to resolve queries and ensure reporting quality. Qualifications & Experience The ideal candidate will have: Strong background in financial reporting with hands-on experience preparing and reviewing financial statements. Experience working in financial services or a similar regulated environment. Senior Consultant or Team Lead-level experience, with ability to take ownership of deliverables. Excellent technical accounting knowledge and attention to detail. Strong organisational skills with the ability to manage workloads under pressure. Prior experience in similar contract/project-based financial reporting roles highly desirable. What's on Offer Competitive salary Fixed contract until May 2026 Opportunity to join a global leader in financial services. Work on complex, large-scale reporting projects during peak periods. Collaborative, experienced team environment. How to Apply Apply now or email to discuss this opportunity. Skills: Financial Services Accounting Regulatory Reporting Accounting Standards (IFRS/GAAP) Benefits: Work From Home

About the Role We are partnering with a leading global organisation who are seeking an experienced Financial Reporting Advisor to join their Limerick-based Financial Reporting team.

The successful candoidate for this fixed-term contract will bring proven experience in preparing and reviewing financial statements and will be able to hit the ground running in a fast-paced environment.

Key Responsibilities Prepare and review financial statements in line with regulatory and accounting standards.

Ensure accuracy, compliance and timely delivery of reporting outputs.

Act as a subject matter expert, providing guidance and review oversight to more junior team members.

Work independently to meet strict deadlines and manage priorities effectively.

Collaborate with internal stakeholders to resolve queries and ensure reporting quality.

Qualifications & Experience The ideal candidate will have: Strong background in financial reporting with hands-on experience preparing and reviewing financial statements.

Experience working in financial services or a similar regulated environment.

Senior Consultant or Team Lead-level experience, with ability to take ownership of deliverables.

Excellent technical accounting knowledge and attention to detail.

Strong organisational skills with the ability to manage workloads under pressure.

Prior experience in similar contract/project-based financial reporting roles highly desirable.

What's on Offer Competitive salary Fixed contract until May 2026 Opportunity to join a global leader in financial services.

Work on complex, large-scale reporting projects during peak periods.

Collaborative, experienced team environment.

How to Apply Apply now or email to discuss this opportunity.

Skills: Financial Services Accounting Regulatory Reporting Accounting Standards (IFRS/GAAP) Benefits: Work From Home