19 Financial Advisor jobs in Ireland
Qualified Financial Advisor - Financial Planning
Dublin, Leinster
Forte Recruitment Specialists
Posted 1 day ago
Job Viewed
Job Description
My client a rapidly growing Financial Services business with it's main office in Dublin but other offices in locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Planning / Finance Services team. There is a highly competitive salary on offer, as well as excellent career progression, as a result of current and future business growth. Key Responsibilities: Managing relationships with both new and existing clients. Provide solutions and advice catering to individual client needs. Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: QFA is essential Certified Financial Planner (CFP) would be beneficial. Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and independently Results-oriented Strong analytical skills and attention to detail. Superb communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home
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Financial Advisor
Galway, Connacht
Aviva (EG)
Posted 1 day ago
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Job Description
We're looking for a new team member - an exciting opportunity has opened for aFinancial Advisorto join our Life team in ourGalway office on either a permanent or 12 Month FTC basis (both options available) . You, as part of the team, will be responsible for achievement of challenging performance targets, developing customer relationships with new and existing customers and ensuring the best possible customer outcomes. The successful candidate will be an integral member of the team providing support for colleagues & advice to clients takingresponsibility for all aspects of a client relationship, working to fully understand their financial situation and requirements.This role may require the Supervision of individuals who are arranging a financial service and giving advice. When required this role also requires adjudication on complaints. Duties and Responsibilities: Provide professional advice for Protection products, solutions and advise on Aviva products to meet the financial needs of customers and members of staff (using Aviva financial advice process with adherence to Aviva compliance standards). Proactively manage existing customer base and establish and develop client relationships ensuring they are receiving the benefit of the Aviva advice process. Responsible for achievement of challenging performance targets and developing client relationships with new and existing customers. Ensure that all advice given is compliant and in line with company policies, regulatory, professional and legal requirements. Adhere to appropriate risk management procedures to control, monitor and report on business activities. Skills and Experience: Sales Ability and Strong Customer Focus, with proven experience in Life Assurance is desirable. Excellent interpersonal and communication skills. Ability to work as part of a team. Flexibility in ones approach to work and desire to learn new skills. Highly motivated with a positive attitude and innovative. Capable of prioritising work and working on own initiative and without supervision. What will you get for this role? Competitive market leading salary depending on skills, experience, and qualifications. Generous pension (employee contribution matching of up to 14% if you contribute 8%) Annual performance related bonus and pay review. Holiday allowance of 25 days plus bank holidays, and the option to buy/sell up to 5 additional days. Generous Health & dental insurance contributions after six months Aviva Matching Share Plan and Save As You Earn scheme and Approved Profit Share Scheme Cycle to Work benefit scheme. TaxSaver Travel Scheme Family friendly parents (matching paternity and maternity leave) and carers leave. Up to 40% discount for some Aviva products plus discounts for Friends and Family Employee Assistance Programme Volunteering days Professional qualification support and transparent career progression plans Fitness and Probity This is a Regulated Role and will be subject to enhanced pre-employment screening procedures. There will be an on-going requirement for the role holder to maintain fit and proper status. Aviva is for Everyone Our diversity and inclusion policies and initiatives are shaping an environment where everyone feels welcome regardless of age, disability, race, ethnicity, gender, gender identity, religion, culture, sexual orientation, national origin, marital status, pregnancy, maternity or those with other caring responsibilities. Our approach helps to ensure that Aviva is a place which values difference and provides equal opportunities for all. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
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Financial Advisor
Cork, Munster
Osborne Recruitment
Posted 1 day ago
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Job Description
Financial Advisor At Osborne, we are excited to be working with an established and growing financial services firm who is currently seeking QualifiedFinancial Advisorto join their expanding advisory team. This is an exciting opportunity for motivated professionals who are passionate about helping clients achieve their financial goals in areas such as protection, pensions, and investments. Location: Cork Job Type: Full-time, Permanent Salary: DOE Key Responsibilities: Provide tailored financial planning and advice to both new and existing clients Identify individual financial needs and recommend suitable products and solutions Develop and maintain strong, long-term client relationships Stay up to date with regulatory requirements and ensure full compliance in all advice provided Offer ongoing support and aftercare to ensure a high level of client satisfaction Work towards personal and team-based performance targets while upholding ethical standards Key Requirements: QFA qualified (essential) Minimum 2-3 years experience in financial services or an advisory role Excellent communication and interpersonal skills Strong customer focus with a solution-oriented approach Proactive, organised, and able to manage your own portfolio Goal-driven, with the ability to work independently and within a team Whats on Offer: Competitive base salary with performance-based bonuses Pension contribution and additional benefits package Marketing and administrative support to help grow your client base Ongoing training and opportunities for professional development A collaborative and supportive work culture focused on growth For more information, please apply through the link provided for the attention of Eve Morey or email your cv to If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set please attach your CV via the link provided Please submit your updated CV in Word Format If you are living in Ireland and hold a valid work permit, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search. Osborne are proud to be an Equal Opportunity Employer. Please visit for more information on all of our roles. #INDOSB1 #INDEMOREY
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2
Financial Advisor
Dublin, Leinster
Total Talent Solutions
Posted 1 day ago
Job Viewed
Job Description
Summary An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning. This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland. Responsibilities Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients Manage an existing book of business while proactively identifying new business opportunities Conduct in-depth fact-finds and financial reviews to establish individual client needs Provide clear, structured recommendations supported by risk assessments and financial analysis Ensure consistent adherence to regulatory obligations and industry compliance standards Work collaboratively with internal support staff and maintain regular client engagement Assist in the structuring of inheritance plans and group pension schemes where relevant Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning Skills and Experience Minimum qualification of QFA is required; CFP accreditation is a distinct advantage At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm Strong working knowledge across Life, Pensions, Investments, and Protection planning Demonstrated experience in group schemes and business protection is beneficial Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients Self-starter with the ability to manage time independently and work remotely with minimal oversight Proficient in conducting financial reviews and writing client reports Full, clean driver's licence Benefits: Competitive base salary depending on experience Pension & Health insurance Performance-driven bonus and commission scheme Flexible, remote work setup Comprehensive benefits package Ongoing training and career development support Skills: Financial services Retirement planning Financial consulting Benefits: Great Benefits Package
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3
Financial Advisor
Dublin, Leinster
Morgan McKinley
Posted 1 day ago
Job Viewed
Job Description
Financial Advisor - QFA | Permanent | Dublin / Hybrid Salary: DOE + Commission + Excellent Benefits Overview: Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. The role offers excellent hybrid working flexibility and the autonomy to grow your own book of business, with strong support provided. Key Responsibilities: Deliver comprehensive financial advice across protection, savings & investments, pensions, and retirement planning. Conduct thorough fact-finds and assess clients' financial circumstances and risk profiles. Develop new business through commercial initiatives, lead generation, networking, and referrals. Build and maintain long-lasting client relationships based on trust, transparency, and results. Ensure full adherence to internal policies and industry compliance standards. Utilise cashflow modelling tools (e.g., CashCalc) to support client planning and projections. Work towards agreed targets while maintaining the highest service standards. Key Requirements: QFA qualification is essential; CFP qualification is an advantage. Proven experience as a Financial Advisor or Planner in the Irish market (broker experience desirable). Strong understanding of Life, Pensions, and Investment products. In-depth knowledge of Irish pension legislation and financial regulations. Excellent communication and interpersonal skills. A self-starter with a proactive attitude and a commercial mindset. Track record of meeting or exceeding performance targets. Experience with financial planning software, especially cashflow modelling tools. Why Apply? Flexible hybrid work model. Strong internal support for new business generation. Collaborative, professional, and dynamic environment. Clear pathways for progression and development. Attractive compensation and benefits package. Skills: Financial Advisory Pensions Investments. Protections. QFA
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Financial Advisor Limerick
Limerick, Munster
FBD Holdings
Posted 1 day ago
Job Viewed
Job Description
Company description: FBD Holdings PLC Job description: Job Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives. Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business. Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements. Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge. Job Responsibilities Education Leaving Certificate or equivalent qualification. Recognised Qualification (e.g. QFA, CFP). Experiences Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements. Self-starter with high energy. Sales experience to intermediaries or the public. Proficiency in MS Office suite of products and in electronic point of sale and administration systems. Competencies Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer Planning & Organisation: prioritises competing tasks in a busy environment Excellent interpersonal, communication and organisational skills. Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions Drive for results: works efficiently to achieve results MCC This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times. Footer FBDis an inclusive Equal Opportunity employer that considers applicantsirrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances. Skills: Life & Pensions Insurance Sales Benefits: Bonus Health Plan Paid Holidays Pension
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5
Qualified Financial Advisor
Portlaoise, Leinster
LowQuotes.ie
Posted 1 day ago
Job Viewed
Job Description
We are currently seeking for an ambitious and adaptable individual to fill the role of Qualified Financial Advisor. * A Hybrid WFH opportunity is available for suitable candidates. * Low Quotes provide solutions for clients Financial needs such as Protection, Pensions, Savings & Investments & Mortgages. We specialize in online and telephone consultations. Our Advisors have full support from the Administration Department, allowing advisors to concentrate on advising our new and existing customers. We are seeking 5 types of Financial Advisors: Life Insurance Advisors. Financial Planners. Mortgage Advisors. Pension Savings & Investment Advisors. (or) Experience in all of the above. Responsibilities - Provide expert advice over the phone and by email. Actively identify sales opportunities from high intent inbound enquiries and proposing suitable financial solutions, cross-selling products where possible. Ensure all internal procedures and industry regulations are followed. Requirements - QFA, CFP or APA certified. Excellent telephone sales skills. Delivering a high level of customer service via phone, email & web-meetings. Team player that maintains productive relationships with colleagues & management. Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution. Previous experience operating a CRM system a bonus. Why choose Low Quotes? - High intent customer enquiries delivered directly to your CRM. Hybrid WFH available for the ideal candidate. Company Pension available. Employee Wellness Programme. Competitive salary with uncapped commission and bonus (DOE). Full support from Administration Department. Full Sales & CRM training provided. Low Quotes Broker Center and CRM to assist with streamlining processes. Benefits: Work From Home
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6
Senior Financial Advisor
Kilkenny, Leinster
Randstad Client Solutions Ireland
Posted 1 day ago
Job Viewed
Job Description
The Candidate: The ideal candidate will have: Experience working in financial services providing financial advice to individuals and businesses. A strong client service ethic. Excellent communication skills. Enthusiasm with an eagerness to learn. QFA qualified. A passion for helping people. Ideally you will have a minimum of 5 years' experience in the financial services industry, with a minimum of 2 years providing financial advice to clients.) Drivers license required to travel between different sites. Randstad encourage applications from individuals of all ages & backgrounds. Whilst appointments will be made on merit alone candidates must be able to prove their right to work in the UK or the Republic of Ireland (as relevant). Randstad acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003 Skills: Financial Advisor Advisory Financial Services
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7
Senior Financial Advisor
Dublin, Leinster
The Panel Group
Posted 1 day ago
Job Viewed
Job Description
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 is desirable 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: pensions wealth management financial advisor qfa cfp Investments Benefits: Group Life Assurance Medical Aid / Health Care Pension Fund Performance Bonus Mobile Phone
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Senior Financial Advisor
Dublin, Leinster
Prosperous Financial Planning
Posted 1 day ago
Job Viewed
Job Description
Job Title: Financial Advisor Reporting to: Choice Sales Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. About The Role: We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at . Key Responsibilities: Managing the client journey for both new and existing clients Ability to assess and analyse clients' financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Skills And Experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Online Application and Voyant would be a significant advantage Working towards becoming a CFP would be an advantage Why work with us: Excellent remuneration packages and attractive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.
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