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Financial advisor

Dublin
360 Search
Financial advisor
Posted: 28 June
Offer description

360 Search are hiring for firm specializing in financial wellbeing and retirement services, delivering unbiased, expert financial guidance to public and private sector employees. The firm empower individuals to take control of their financial future through tailored education, coaching, and regulated advice. Role Overview We are seeking a passionate and results-driven Financial Advisor to provide expert, impartial financial advice across protection, investment, and pension products. You'll play a key role in delivering personalised consultations and developing strong client relationships, while upholding the highest standards of ethics and professionalism. Key Responsibilities Conduct in-depth consultations to understand clients goals, needs, and risk profiles. Deliver tailored financial plans across pensions, investments, and protection. Provide high-quality written reports with clear, compliant recommendations. Educate and advise employees and organisations through 1:1 and group settings. Stay compliant with Central Bank of Ireland and internal regulatory standards. Support team members through coaching and knowledge sharing. Uphold our culture of trust, transparency, and financial wellness. What You Bring Qualifications: QFA (Qualified Financial Adviser) essential. CFP, SIA, RPA, or PTP desirable. Expertise in: Personal taxation (income, capital gains, inheritance tax) Pension planning (PRSA, ARF, annuities, self-invested pensions) Protection & investment products Company share schemes & pension legislation Skills: Exceptional communication (verbal & written) High ethical standards and professionalism Strong analytical, planning and client management skills Proficiency in Word, Excel and digital tools Coaching/mentoring experience is a plus Personal Attributes Client-focused, persuasive, and empathetic Self-motivated with a can-do attitude Results-oriented, energetic, and flexible Positive and supportive team player Why Join Us? Be part of a mission-led company that genuinely improves lives through financial education and advice. Your work drives real impact, helping individuals plan for brighter financial futures. Skills: Sales Sales Person Financial Advisor Financial Planning Investments

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