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Summary
Summary
An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning.
This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland.
Responsibilities
* Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients
* Manage an existing book of business while proactively identifying new business opportunities
* Conduct in-depth fact-finds and financial reviews to establish individual client needs
* Provide clear, structured recommendations supported by risk assessments and financial analysis
* Ensure consistent adherence to regulatory obligations and industry compliance standards
* Work collaboratively with internal support staff and maintain regular client engagement
* Assist in the structuring of inheritance plans and group pension schemes where relevant
* Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning
Skills And Experience
* Minimum qualification of QFA is required; CFP accreditation is a distinct advantage
* At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm
* Strong working knowledge across Life, Pensions, Investments, and Protection planning
* Demonstrated experience in group schemes and business protection is beneficial
* Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients
* Self-starter with the ability to manage time independently and work remotely with minimal oversight
* Proficient in conducting financial reviews and writing client reports
* Full, clean driver's licence
Benefits:
* Competitive base salary depending on experience
* Pension & Health insurance
* Performance-driven bonus and commission scheme
* Flexible, remote work setup
* Comprehensive benefits package
* Ongoing training and career development support
Skills:
Financial services Retirement planning Financial consulting
Benefits:
Great Benefits Package
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Investment Advice
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