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Senior financial advisor

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Financial advisor
Posted: 17 October
Offer description

Talented and ambitious Financial Advisor to join a well-established and progressive financial advisory firm with offices across DonegalThis is an excellent opportunity to become part of a supportive, forward-thinking team that prides itself on delivering holistic, lifestyle-based financial planning to both individuals and businesses.This role will be based in Buncrana, with responsibility for managing an existing client base across Buncrana and the wider Inishowen area, while also developing new client relationships.Key ResponsibilitiesManage and maintain strong relationships with an established client portfolioConduct regular financial reviews with existing clients to identify evolving needsCarry out needs analysis with both new and potential clientsProvide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and MortgagesRecommend and implement solutions in line with compliance standards and regulatory requirementsDeliver ongoing service and support to clients to ensure long-term financial wellbeingWork to agreed targets while maintaining the highest standards of client careActively participate in team meetings and contribute to business initiativesEssential Qualifications & ExperienceQFA qualified (minimum requirement)At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in IrelandStrong communication and presentation skillsProficiency with Microsoft OfficeKey Personal AttributesClient-focused mindset with a genuine commitment to delivering exceptional serviceExcellent interpersonal skills with the ability to build trust and long-term relationshipsSelf-motivated, driven, and enthusiastic with the ability to meet agreed goalsAdaptable and flexible in a dynamic working environmentWilling to be based in or relocate to Co. DonegalWhat's on OfferCompetitive remuneration package including salary plus commission/bonusFlexible working hours to support work-life balancePrimarily office-based role, with potential for hybrid arrangements subject to business needsCompany pension scheme

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