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Financial advisor

Dublin
Morgan Mckinley
Financial advisor
€60,000 - €80,000 a year
Posted: 31 July
Offer description

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Financial Advisor – QFA | Permanent | Dublin / Hybrid
Salary: DOE + Commission + Excellent Benefits

Overview:
Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. The role offers excellent hybrid working flexibility and the autonomy to grow your own book of business, with strong support provided.

Key Responsibilities:

* Deliver comprehensive financial advice across protection, savings & investments, pensions, and retirement planning.

* Conduct thorough fact-finds and assess clients' financial circumstances and risk profiles.

* Develop new business through commercial initiatives, lead generation, networking, and referrals.

* Build and maintain long-lasting client relationships based on trust, transparency, and results.

* Ensure full adherence to internal policies and industry compliance standards.

* Utilise cashflow modelling tools (e.g., CashCalc) to support client planning and projections.

* Work towards agreed targets while maintaining the highest service standards.

Key Requirements:

* QFA qualification is essential; CFP qualification is an advantage.

* Proven experience as a Financial Advisor or Planner in the Irish market (broker experience desirable).

* Strong understanding of Life, Pensions, and Investment products.

* In-depth knowledge of Irish pension legislation and financial regulations.

* Excellent communication and interpersonal skills.

* A self-starter with a proactive attitude and a commercial mindset.

* Track record of meeting or exceeding performance targets.

* Experience with financial planning software, especially cashflow modelling tools.

Why Apply?

* Flexible hybrid work model.

* Strong internal support for new business generation.

* Collaborative, professional, and dynamic environment.

* Clear pathways for progression and development.

* Attractive compensation and benefits package.

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