Financial Planning Consultant – Pension-Focused
Location: Leinster-based | Full-Time | Remote
About the Role:
An established financial services provider with a long-standing client base is looking for a Financial Planning Consultant with strong pension and retirement planning experience. This is a full-time, remote role with minimal office requirements and a strong focus on work-life balance.
You’ll be stepping into an existing book of warm clients, with support to further develop your own portfolio. The position offers the autonomy of running your own business, backed by a collaborative team and strong infrastructure.
Key Responsibilities:
* Provide clear, ethical financial advice in areas such as pensions, retirement, inheritance planning, life assurance, and investments
* Manage and grow a book of existing clients, while developing new relationships
* Deliver group and executive pension solutions tailored to client needs
* Maintain compliance and client satisfaction through strong communication and financial acumen
* Attend weekly team meetings and collaborate with support staff (admin, consultants, leadership)
* Primarily cover Kildare, Dublin, Meath – occasional national travel as required
Ideal Candidate Profile:
* Minimum QFA qualified (required); CFP a plus (educational support provided)
* Minimum 3 years' experience in financial planning, with a strong pension background
* Experienced in group schemes or executive pensions (advantageous)
* Self-motivated, commercially minded, and comfortable working autonomously
* Strong interpersonal skills and a client-first approach
* Full, clean driving licence with access to a vehicle
What’s on Offer:
* Competitive base salary with significant bonus potential and a great benefit package
* Expenses covered (laptop, phone, vehicle)
* CFP and professional development support available
* Flexibility, autonomy, and a great team culture
* Collaborative team who values transparency and ownership
If you’re passionate about pensions, want real ownership over your client relationships, and are looking for a flexible, ethically driven role – this could be a fantastic fit.
For more information, please apply through the link provided for the attention of Joanne Haberlin or call 051 364134
If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set – please attach your CV via the link provided
Please submit your updated CV in Word Format
If you are living in Ireland and hold a valid work permit, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search.
Osborne are proud to be an Equal Opportunity Employer.
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