87 Financial Advisor jobs in Ireland

*Campion Insurances Ltd part of PIB group, one of the largest insurance brokers in Ireland are pleased to share the following role within the PIB Group in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages. We also provide a full range of health, life, pension, investment and mortgage products.
Ideal opportunity for candidates located close to our
Mullingar *
office.

We are seeking to recruit experienced, ambitious and self-motivated
Life & Pensions Financial Advisors
to join part of our successful and growing organisation.

The successful candidate will be provided with the opportunity to develop their knowledge and skills. We offer competitive salary with bonus, expenses, mobile phone, laptop company pension scheme.

*Duties & Responsibilities *

• Identify financial services needs with potential and existing clients
• Provide professional best advice and consultation with respect to needs
• Make recommendations and provide solutions to client's requirements ensuring adherence to compliance regulations and standards.
• Provide ongoing service and advice to clients.
• Build strong relationships
• Work to agreed targets and standards.

Desired Skills And Experience
Minimum Selection Criteria

• (QFA) Qualified Financial Advisor
• At least 3-5 years' experience as a Financial Advisor
• Proven successful track record in client facing meetings with responsibility for target delivery
• Previous experience in a face to face Life & Pensions Advisor role, either in a brokerage or banc assurance
• Excellent communication skills
• Motivated, self-starter with ability to work on own initiative and as part of a team.
• Candidates must pass all compliance and legal background checks before being selected

The successful candidate will be provided with a comprehensive training programme. Competitive Basic salary with generous bonus structure.

We've been in business 40 years now and we are very proud of our many achievements during this time including winning the Deloitte's Best Managed Companies Award for 13 years running, reaching platinum standard.

At Campion Insurance we are mindful of the key elements which have contributed to our success – our loyal customers and dedicated employees. We encourage and provide our employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams.

We believe that training and development is a continuous process and that all employees should be encouraged to further their professional development in areas that will benefit both the company and the individual. We are committed to employing dedicated and driven people from every background and we believe you will find Campion Insurance a rewarding place to work.

Company Description

Ask Acorn, a 100% Irish-owned company, is a one-stop shop for insurance and personal finance needs, offering tailored solutions and personal service through a nationwide network of local financial advisors. Recognized as a 'Great Place to Work', Ask Acorn provides diverse career opportunities, professional development, and flexible working options. Our team benefits from competitive salaries, discounted insurance products, a company pension scheme, and bonus opportunities. We are committed to fostering an inclusive environment where all team members can thrive and achieve their fullest potential.

Role Description

This is a full-time hybrid role for a Financial Advisor located in North Macedonia, with some work from home flexibility. The Financial Advisor will be responsible for analyzing clients' financial situations, offering tailored financial advice, managing portfolios, and ensuring compliance with regulatory requirements. Daily tasks include client consultations, creating financial plans, conducting market research, and maintaining updated knowledge of financial products and services.

Qualifications

• Strong understanding of financial planning and risk management
• Experience in client relationship management and consultation
• Proficiency in market research and analysis
• Knowledge of regulatory compliance and financial products
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Relevant certifications (e.g., CFP, CFA) are a plus

Company Description

Investwise Financial Planning is a progressive wealth management firm with a focus on serving as a holistic adviser to clients. We offer integrated personal financial planning along with investment advisory services. We pride ourselves on unbiased advice to our clients, without the conflicts of commissions and sales pressures. One of our core values is to nurture and develop our team through ongoing training, a flexible work environment and a comprehensive social program.

Our goal is to provide clients with comprehensive financial solutions. Investwise Financial Planning Ltd, operating as Investwise, is regulated by the Central Bank of Ireland.

Role Description

This is a full-time hybrid role for a Financial Advisor, where some work from home is acceptable. The Financial Advisor will be responsible for supporting the 3 senior advisors in the firm, and primarily advising existing clients on personal financial planning matters. Additional duties include developing and implementing investment strategies, monitoring clients' financial status, and providing tailored financial advice. The ideal candidate will engage directly with clients to understand their financial goals and develop customized plans to help them achieve those goals.

While it will be encouraged, the candidate will not be under pressure to generate new leads or attract clients. This is a servicing role for a large existing client bank.

Qualifications

• Expertise in all aspects of Personal Financial Planning
• Proven ability and desire to put clients interests first at all times.
• Proficiency in developing and implementing Investment Strategies
• Strong skills in Financial Analysis and Client Consultation
• Excellent interpersonal and communication skills
• Relevant professional certifications such as CFP, QFA, or similar
• Primary Degree
• Ability to work independently and as part of a team in a hybrid work environment
• Experience in the financial services industry is a plus

Very competitive salary, holiday, social and pension package available. Compensation will be made up of salary and company profit share (subject to probationary period). We don't operate any sales or production target based remuneration.

Company Description

Ask Acorn - Start Your Own Business offers a promising career in the financial services industry where demand for professionals is constantly growing. With increased life spans, consumers need long-term financial planning and sophisticated advice to manage and protect their wealth. This industry provides an ideal platform for making a significant societal impact while securing a prosperous future. At Ask Acorn, we prioritize successful individuals and create an environment that recognizes and rewards effort and success. This opportunity allows you to be in business for yourself but not by yourself, with comprehensive training and support provided.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Dublin, with some work-from-home flexibility. The Financial Advisor will be responsible for generating leads, developing long-term relationships with clients, and providing professional and trusted financial advice. Daily tasks will include assessing clients' financial needs, creating personalized financial plans, and advising on a variety of financial products. This role requires a commitment to achieving results through strong referral skills and long-term client engagement.

Qualifications

• Skills in lead generation, client relationships, and referral management
• Some understanding of financial products, financial planning, and wealth management
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Motivation and drive to succeed in a demanding role
• Business, or related field is preferred but not a must
• Experience in sales or the financial services industry is an advantage
• Must be an Irish citizen who has their own car with full driving license

Company Description

Covermore Financial Ltd. is a Financial Life Company that offers services such as mortgages, life assurance, mortgage protection, income & wage protection. Retirement planning advice.

Role Description

This is a full-time hybrid role for a Financial Advisor at Covermore Financial Ltd. The Financial Advisor will be responsible for providing expert advice to clients and assisting them with financial planning, retirement planning, investment, and providing guidance on various financial solutions. This role is located in Dublin, but also allows for remote work.

Qualifications

• Financial Planning and Financial Advisory skills
• Familiarity with Finance and financial products
• Experience with Retirement Planning and Investment
• Exceptional communication skills, both written and verbal
• Strong analytical skills and attention to detail
• Ability to manage time effectively and work independently
• QFA
• Knowledge and experience with Irish financial regulations
• Ability to work on own initiative

Are you a seasoned or aspiring Financial Advisor looking to join a respected, ambitious, and expanding firm?
We have an exciting opportunity that lets you focus on servicing a strong existing client base, approximately 80% of your time while still growing new business as opportunities arise

About Us

Protection & Prosperity Financial Services Ltd (
PPFS
) is an established investment and insurance intermediary based in the North East of Ireland. We provide professional financial advice in life insurance, pensions, and investments to an established base of business and individual clients.

Established in 2020, our company has grown significantly over the last five years. We have earned a reputation as a respected, progressive firm. Our mission is to help clients build their financial security by getting the fundamentals right, whether it's protecting their families, planning for retirement, or investing for the future.

To support our continued expansion, we are seeking both experienced and aspiring qualified Financial Advisors to join our team.

The Role

As a Financial Advisor with PPFS, you will primarily service an established portfolio of clients, ensuring their financial plans are regularly reviewed and kept up-to-date. You will manage existing client files with meticulous attention to compliance, maintaining records in line with financial regulations and company policies.

Your remaining time will involve new business development – independently introducing new clients and opportunities to PPFS through networking and referrals, and contributing to our continued growth.

We offer an appropriate package of benefits including:

· A salary base commensurate to experience,

· Additional earning capacity tied to performance ( existing client retention and satisfaction, AUM Growth, new client development and team engagement )

· Paid courses / tuition for achievement of required credentials ( QFA, RPA, CFP, IOB, etc. ) Study Leave, regular training and upskilling ( technical, soft skills, regulatory compliance ) Mentorship & coaching supports.

· Death in Service Cover, Income Protection Benefits, Employee Assistance Programme. In addition to an employer funded Defined Contribution Pension Scheme

· Provision of necessary equipment: Laptop, phone, software, CRM, compliance, with dedicated back-office and administrative and compliance support

You will be joining a team that values doing things the right way: all advice and sales processes must adhere to established regulatory and professional standard requirements, with a strong emphasis on ethics and compliance.

You will have full back-office support, including pre-sales preparation, application processing, pipeline management, and compliance oversight. As an Investment and Insurance Intermediary, PPFS provides access to a broad range of life, pension, and investment products across the Irish market. This means you can offer truly tailored solutions from a wide array of providers to best meet your clients' needs.

Key Responsibilities:

Client Servicing:
Proactively manage and service an existing portfolio of clients, enhancing long-term relationships and ensuring they receive the full benefits of the PPFS advisory process. Provide ongoing reviews and comprehensive financial planning across all relevant areas (protection, retirement planning, investments, etc.), with an emphasis on quality advice and excellent customer service.

Compliance & File Management:
Ensure that all advice given and client documentation are maintained in strict compliance with Central Bank of Ireland regulations, the Consumer Protection Code, and internal policy standards. Maintain detailed records of recommendations and actions, upholding the highest professional standards in every case.

New Business Development:
Identify and pursue opportunities to generate new business, including leveraging existing client referrals and networking to introduce new customers to PPFS. Aiming to grow your portfolio while maintaining a high standard of service for your existing clients.

Performance & Targets:
You will be responsible for the development and meeting of challenging performance targets and contributing to PPFS's growth objectives. Using your initiative (with support from management when needed), you will drive results and continuously seek ways to expand and improve our client relationships.

Financial Solutions Expertise:
Provide holistic financial planning and advice tailored to each client's needs. Our advisors offer guidance on a wide range of services including life insurance, income protection, company and personal pension schemes, retirement planning, savings & investments, specified illness cover, and wealth management. You will stay up-to-date on product options and industry trends to deliver the best solutions for your clients.

Ideal Candidate

We are looking for financial advisor who can hit the ground running and deliver exceptional service to our clients whilst working with an experienced team of advisors, administrators and management. The ideal candidate will have:

Experience:
Approximately 4+ years of experience in the life insurance, pensions, and investments industry in Ireland, with exposure to pension schemes and wealth management advice considered a strong advantage.

Qualifications:
Full QFA (Qualified Financial Adviser) certification is required. You also meet all Central Bank of Ireland regulatory requirements for a financial advisor, including the Fitness & Probity standards, the Minimum Competency Code, and you are committed to fulfilling your ongoing CPD obligations.

Client Focus & Communication:
Excellent communication, presentation, and interpersonal skills are a must. You are client-focused, able to build trust and rapport with a diverse range of customers, and dedicated to providing top-tier service and advice at all times.

Compliance Mindset:
Strong knowledge of industry compliance standards and a disciplined approach to following regulatory guidelines in your daily work. You understand the importance of ethics, accuracy, and transparency in financial advising.

Technical Skills:
Proficiency in basic computer applications (Word, Excel, CRM systems) to manage client information and prepare reports efficiently.

Additional Requirements:
A full driving license and your own car, as the role may involve traveling to client meetings when necessary.

How to Apply

If you are ready to take the next step in your financial advisory career with a dynamic firm like PPFS, we'd love to hear from you. Please send your CV and a cover letter, in confidence, to:

Ciarán Shanley,

Email:

Phone:
/

All applications will be treated with the strictest confidentiality. Protection & Prosperity Financial Services Ltd  is regulated by the Central Bank of Ireland.

*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
FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.

Job Title: Financial Advisor

Description:

We are hiring for our client, a well-established and independent wealth management and insurance business, who are seeking to appoint an experienced Financial Advisor to join their growing team. Based in Dublin and operating across Leinster, this is an exciting opportunity for a motivated, client-focused professional to work within a dynamic and values-driven environment.

As Financial Advisor, you will be responsible for providing high-quality, personalised financial planning advice across life insurance, pensions, investments, and protection, while actively developing and growing your own client book.

Top 3 Things to Know About this Job:

1. Dublin-based with regional coverage and strong client support
2. Broad product range including pensions, protection, and investments
3. Bonus, commission, full benefits package & client base provided

The Rewards:

• Competitive salary (commensurate with experience)
• Performance-based bonus & commission
• Defined contributory pension scheme
• Income protection & death in service cover
• 23 days annual leave
• Laptop, mobile phone & business expenses
• Free parking and study support

The Role:

• Manage and grow an existing client portfolio while developing new business leads
• Provide holistic financial advice across retirement planning, investments, protection, and life insurance
• Conduct in-depth client financial reviews and present suitable product recommendations
• Generate leads through referral networks, existing contacts, and internal opportunities
• Maintain client records to a high regulatory and compliance standard using CRM systems
• Stay up to date with product, legislative, and regulatory changes
• Meet agreed sales and client development targets and record progress through internal reporting tools
• Network internally across business divisions and externally to drive opportunity
• Uphold company values and maintain a professional image and service standard at all times

The Person:

• QFA qualified (essential); RPA, AIIPM, or CFP qualifications (desirable)
• Minimum 2-3 years' experience in the life & pensions industry, preferably in a broker setting
• Proven track record in meeting and exceeding sales targets
• Technically strong with knowledge of the full financial product market
• Highly professional, confident communicator, and relationship builder
• Comfortable managing a personal client base and developing new opportunities
• Full clean driving licence and personal vehicle
• Committed to CPD and continuous learning

Fairstone Ireland
are seeking experienced full-time Financial Advisors across our Midlands offices.

As a Financial Advisor, you'll provide expert, independent financial advice to a diverse client base, helping them achieve their financial goals through tailored solutions. This position involves managing an established client portfolio while also focusing on growing new business opportunities. You will have significant autonomy and the chance to shape financial plans that drive measurable results.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Responsibilities

• Deliver professional financial advice that complies with the Central Bank of Ireland's regulations and Fairstone's best practices.
• Manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service.
• Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
• Drive new business growth through referrals, self-generated leads, and existing Fairstone client relationships.
• Ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
• Stay ahead of industry trends, regulatory changes, and market developments to provide informed advice.
• Actively participate in business development initiatives, contributing to the growth of client assets under management (AUM) and overall revenue.

The ideal candidate

• Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios.
• A high level of commercial awareness and the ability to identify opportunities for business growth.
• Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly.
• Strong organisational skills, with a focus on accuracy and attention to detail.
• Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.
• A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery.

Qualifications

• QFA qualified. CFP is a distinct advantage.
• In-depth knowledge of financial regulations, markets, and industry practices.
• Strong leadership qualities and the ability to mentor junior advisors if required.
• Proficient in using financial planning software and tools.

Eligibility to Compete

Candidates must, by the date of any job offer, be:

• A citizen of the European Economic Area (EEA). The EEA consists of the member states of the European Union (EU), Iceland, Liechtenstein and Norway; or
• A citizen of the United Kingdom; or
• A citizen of Switzerland pursuant to the agreement between the EU and Switzerland on the free movement of persons; or
• A non-EEA citizen who has a stamp 4 permission or a Stamp 5 permission.

How to Apply

It's simple – you can send your CV by email to noting that you are applying for the Midlands Financial Advisor positions. One of our team will review your application and get back to you as soon as possible if there's a suitable match.

If we don't feel there's a good match, we will keep your application on file in case something more suitable comes up at a later date.