On behalf of my client based in Dublin, we are hiring a
Financial Advisor
to join their team.
The Financial Advisor will have two core functions:
1. Client Relationship & Advisory
• Act as a financial adviser to an assigned book of existing clients.
• Deliver financial planning and advice across pensions and investments
• Conduct client reviews to ensure plans remain aligned with their goals and life stage,
• Update and adapt financial plans as client circumstances evolve, providing clear recommendations.
• Be the main point of contact for client queries — ensuring responsive and professional engagement.
2. Technical Investment Oversight
• Serve as a technical investment expert within the advisory team.
• Review and monitor client portfolios to ensure:
o All client cash is invested appropriately, in line with their financial plan.
o Portfolios remain aligned with strategic asset allocations and risk profiles.
• Conduct ongoing research into investment products, funds, and asset allocation strategies.
• Identify opportunities to enhance portfolio efficiency, reduce idle cash, and improve diversification.
• Collaborate with the investment committee to maintain consistency across client recommendations.
This is a great opportunity for someone to join a wonderful company and the role offers Hybrid working.