Financial Advisor Buncrana Office
We're expanding to Buncrana—and we're looking for a brilliant Financial Advisor to grow with us.
As part of our continued expansion, we'd love to speak with talented Financial Advisors who share our values and understand the power of a truly holistic, lifestyle-based approach to financial planning.
We're a friendly and progressive financial advisory firm based in beautiful Donegal. This is a fantastic opportunity to join a supportive, forward-thinking team that's committed to delivering top-class advice and service across Protection, Retirement Planning, Investment, Savings & Mortgages
You'll be a core part of our advisory team—working closely with individuals and businesses to help them make wise financial decisions that align with their lives and goals.
You will also manage our client back in Buncrana and the inishowen area.
If you're ambitious, self-motivated, and enjoy working in a positive, collaborative environment—we'd love to hear from you.
What do we require from a Pension & Financial Advisor in Letterkenny & Buncrana?
Overview Of Responsibilities
* Manage and maintain established relations with the existing client base.
* Conduct financial reviews to identify needs with existing clients.
* Conduct needs anaysis with existing and potential clients.
* Provide professional best advice with respect to clients' needs.
* Make recommendations and provide solutions to client's requirements ensuring adherence to compliance regulations and standards.
* Provide ongoing service and advice to clients
* Build strong relationships
* Work to agreed targets and standards
* You will be expected to comply with all internal and external regulatory requirements
What The Ideal Candidate Looks Like
We would want you to have some hard skills, but the soft skills are equally as important
Hard Skills
* Minimum QFA qualification.
* Minimum 3 years experience providing financial advice, working in a financial brokerage or self employed, in Ireland
* Excellent communication skills
* Working knowledge of Microsoft Office These are the minimum requirements, please do not submit your CV if you don't full fill all 4.
Soft Skills
* A customer-centric attitude is a must.
* Exceptional communication and interpersonal skills with an ability to work effectively as part of a high-performing team.
* Be self-motivated with the necessary drive, enthusiasm, and commitment to achieve agreed goals
* Flexibility to multi-skill and adapt in a changing environment
* Proactively participate in all team meetings and initiatives.
* Be living in or willing to move to Donegal.
What You Will Get In Return
* Excellent remuneration package available. Salary + Commission/Bonus
* This role is primarily office-based; however, a hybrid and flexible working arrangement may be considered, subject to business needs and agreement.
* Working hours to suit work-life balance.
* Company pension
Please forward your CV to pascaladvice
Closing date for receipt of CV's is 09/09/2025
If you have any questions about this role, please feel free to give Pascal a call.
For a confidential discussion and more information on the role, don't hesitate to contact Pascal Curran.
Advice First Financial is an equal opportunities employer