16 Financial Advisor jobs in Ireland

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

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

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.

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

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

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

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.

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (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. 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: 1st Sept 2025 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.

What you can expect: We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail. The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes. Mercer's Delegated Solutions Strategy team providesspecialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedgingand portfolio construction. Mercer's dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years. The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects. We will count on you to: Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each. Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies. Complete daily monitoring of client funding levels and trading where required. Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models. Consider the impact and need for dynamic asset allocation adjustments as appropriate. Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients. Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner. Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants. Lead, train and develop junior team members and other teams where required. Support the business development team as appropriate to develop and grow the segment. Manage the ongoing oversight and assessment of the funds. Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates. Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date. What you need to have: At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) - should immediately create credibility internally and externally. Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines. Excellent communication, presentation and collaboration skills. Highly motivated, driven and focused. Ability to work under own initiative. An ability to multi-task and work under pressure to deadlines. Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand and propose solutions. Excellent attention to detail and accuracy. Positive can-do attitude essential. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Qualified Actuary or CFA Charterholder. Deep understanding and experience of investment strategy and portfolio construction. Energy, proactivity and desire to see things done efficiently. Attention to detail, and project management experience. Team player, with excellent interpersonal and relationship building skills. Ability to communicate complex issues in a simple and coherent manner. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. 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.