Qualified Financial Advisor (QFA) | Dublin (Hybrid)
Full-Time | Permanent | Sandyford (Hybrid – currently 2 days in office, subject to change)
At Financial Planning Matters, we help high-earning professionals, company directors and self-employed individuals build, grow and protect their wealth with clarity and confidence. Our approach is simple: no jargon, no product pushing, just clear, tailored financial planning that helps clients turn today's success into long-term security.
We're growing and looking for a Qualified Financial Advisor (QFA) to join our team and deliver holistic advice across pensions, investments/savings and protection, supported by strong lead generation and dedicated admin/paraplanning support.
What you'll do
Deliver end-to-end, financial advice across pensions & retirement planning, investments/savings and protection
Run client meetings (virtual and in-person): fact-find, goal setting, suitability, recommendations and implementation.
Build long-term client relationships through structured reviews and ongoing planning conversations.
Manage a healthy pipeline with a mix of company-generated leads and self-generated opportunities (referrals, professional networks and client advocacy).
Work closely with our admin and paraplanning support so you can focus on client outcomes and advice quality.
Maintain consistently high standards in file quality, documentation and compliance.
What we're looking for
QFA qualified (essential).
Experience providing financial advice in Ireland (broker/advisory firm experience advantageous).
Strong knowledge of Irish financial planning products and regulatory obligations.
A confident communicator who can simplify complexity and build trust quickly.
Commercially minded with strong follow-through and disciplined pipeline management.
Paraplanning experience, familiarity with cashflow modelling systems a bonus
A client-first mindset and commitment to doing the right thing.
Development
CFP is not required for this role. If you'd like to work towards CFP in the future, we're open to supporting your development as you grow with the team.
What's on offer
Competitive package with performance-related earnings (commensurate with experience).
Death in Service, Income Protection, Pension Benefits & Educational Support
Hybrid working (currently 2 days per week in our Sandyford office, subject to change).
A collaborative, growth-focused environment with real scope to progress as the team expands.
Interested?
Apply via LinkedIn or message us with a short note on your advisory background (pensions / investments / protection), the type of work you enjoy most, and what great financial planning looks like to you.