About Gallivan Financial
At Gallivan Financial, we pride ourselves on exceeding expectations, whether we're helping a family plan for the future or guiding a business through complex financial landscapes.
By always aiming for the highest standards and drawing on our extensive experience in the financial services sector, we ensure best practices and real results for our clients—every time.
Job Summary
We are seeking a motivated and client-focused
Financial Advisor
to join our expanding
Limerick-based
financial planning team at
FJ Hanly & Associates
.
This role is ideal for an early-career advisor who is QFA qualified and looking to develop their skills within a supportive, team-based environment.
You will work alongside experienced advisors, supporting the delivery of high-quality financial advice, while building your technical expertise, regulatory knowledge, and client relationship skills.
This is an excellent opportunity to gain exposure to holistic financial planning and develop towards a fully competent advisory role over time.
Responsibilities
Support the preparation and delivery of financial planning advice to individual clients, aligned with their goals and financial circumstances.
Assist in developing recommendations across pensions, investments, protection, and broader financial planning needs under the guidance of senior advisors.
Participate in client meetings, supporting discussions and gaining exposure to the advice process.
Support ongoing client reviews, including preparation of documentation and follow-up actions.
Build strong client relationship skills through regular interaction and high-quality service delivery.
Ensure documentation and processes adhere to regulatory requirements and internal compliance standards.
Collaborate with colleagues across the advisory and support teams to contribute to positive client outcomes and team success.
The Ideal Candidate
QFA qualified (required)
Experience within Life & Pensions, Wealth Management, Financial Planning, or an assurance environment (preferred).
Continuing to develop technical knowledge of Irish pension, investments, and protection products.
Strong communication and interpersonal skills, with a client-focused mindset.
A proactive mindset with a genuine commitment to building a long-term career in financial planning.
Strong organisational skills and attention to detail, particularly in documentation and compliance.
Ability to work collaboratively within a team while developing confidence and independence over time.
What We Offer
Competitive salary aligned with experience and industry standards.
Competitive pension scheme with employer contributions.
A supportive, professional work environment with a focus on collaboration and service quality.
Mentoring and coaching from experienced senior advisors to help accelerate your career progression.
Professional development, including support for further qualifications and continuous learning.
Gallivan Financial is an Equal Opportunity Employer committed to an inclusive workplace that values diverse perspectives and experiences.
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