Join to apply for the Financial Advisor Letterkenny & Buncrana role at Advice First Financial Services Ltd.
We’re expanding to Buncrana—and we’re looking for a talented Financial Advisor to grow with us. As part of our expansion, we seek individuals who share our values and understand a holistic, lifestyle-based approach to financial planning.
We’re a friendly, progressive financial advisory firm based in Donegal, offering an opportunity to join a supportive, forward-thinking team that delivers top-class advice across Protection, Retirement Planning, Investment, Savings, and Mortgages.
You’ll be a core member of our advisory team, working closely with individuals and businesses to help them make wise financial decisions aligned with their goals. You will also manage our clients in Buncrana and the Inishowen area.
If you’re ambitious, self-motivated, and enjoy a positive, collaborative environment, we’d love to hear from you.
Responsibilities
* Manage and maintain relationships with existing clients.
* Conduct financial reviews to identify client needs.
* Perform needs analysis with clients and prospects.
* Provide professional advice tailored to clients’ needs.
* Make recommendations and provide solutions, ensuring compliance.
* Offer ongoing service and advice to clients.
* Build strong relationships and work towards targets.
* Comply with all regulatory requirements.
Ideal Candidate
Hard Skills:
* Minimum QFA qualification.
* At least 3 years of experience in financial advice or brokerage in Ireland.
* Excellent communication skills.
* Proficient in Microsoft Office.
Soft Skills:
* Customer-centric attitude.
* Strong interpersonal and communication skills.
* Self-motivated with enthusiasm and commitment.
* Flexible and adaptable.
* Active participation in team initiatives.
* Living in or willing to relocate to Donegal.
Benefits
* Competitive salary plus commission/bonus.
* Flexible working arrangements, primarily office-based.
* Work-life balance with suitable hours.
* Company pension.
Please send your CV to pascal(at)advicefirst.ie. The closing date is 09/09/2025. For questions, contact Pascal Curran for a confidential discussion.
Advice First Financial is an equal opportunities employer.
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