Description
We are hiring for our client, a well-established and growing financial planning business, who are seeking an experienced Financial Advisor to join their team in Galway. This Financial Advisor role offers the opportunity to inherit an existing client portfolio while also developing new business across the region.
The successful Financial Advisor will provide holistic financial planning advice across pensions, investments, protection and wealth management, delivering tailored solutions to a broad client base. This is an excellent opportunity for a commercially minded Financial Advisor who enjoys building long-term client relationships and wants autonomy, flexibility and strong earning potential within a supportive environment.
Top 3 Things to Know About this Job
Hybrid working model with strong flexibility
Existing client portfolio provided alongside new business opportunities
Excellent long-term career growth with strong earning potential
The Role
Provide professional and compliant financial advice across pensions, investments and protection products
Manage and develop an existing portfolio of clients across the Galway region
Identify and generate new business opportunities through referrals and networking
Build long-term relationships by delivering a high-quality client experience
Conduct financial reviews and recommend tailored financial planning solutions
Maintain accurate and compliant client records and suitability documentation
Stay informed on regulatory changes and market developments
Contribute to the continued growth of assets under management and overall business revenue
The Person
Previous experience working as a Financial Advisor or Wealth Advisor
Proven ability to manage and grow client relationships
QFA qualified essential (CFP qualification advantageous)
Strong knowledge of pensions, investments and holistic financial planning
Commercially aware with strong business development ability
Excellent communication and relationship-building skills
Strong organisational skills and attention to detail
Comfortable working in a client-focused and target-driven environment
The Rewards
Competitive base salary with strong bonus/commission structure
Hybrid working model
Existing client portfolio provided
Strong administrative and business support
Opportunity to join a growing and ambitious organisation
Long-term career progression opportunities
Supportive and collaborative team environment
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