Clerkin Connect are proud to partner with our client, a trusted financial services provider with over 20 years of experience serving clients across the North East. Built on a reputation for integrity, reliability, and long-term relationships, Moneycare provides expert financial advice and tailored solutions across pensions, investments, protection, and mortgage services.
As the business continues to expand, we are seeking an
experienced and ambitious Qualified Financial Adviser (QFA)
to join their professional team in Monaghan Town. This is a specialist advisory role focused on helping clients achieve their financial goals through strategic investment planning, wealth protection, and life assurance solutions.
About the Role
The successful candidate will play a key role in delivering professional financial advice to both new and existing clients. You'll manage your own client portfolio, identify new business opportunities, and provide expert guidance to help individuals and families plan for their financial futures.
This position is ideal for a motivated self-starter who enjoys building lasting client relationships, is passionate about delivering quality advice, and thrives in a supportive, client-focused environment.
Key Responsibilities
* Provide professional financial advice across life assurance, pensions, protection, savings, and investment products.
* Manage and grow an existing client base while developing new client relationships.
* Identify and pursue new business opportunities through proactive networking and referrals.
* Conduct detailed market research to support client recommendations.
* Maintain accurate client records using CRM systems and ensure full regulatory compliance.
* Stay informed of product developments, industry trends, and legislative changes.
* Contribute to business development initiatives and support the company's continued growth.
Candidate Profile
* Qualified Financial Adviser (QFA)
designation is essential.
* Minimum
5 years' experience
in financial services.
* Excellent technical knowledge of
life, pensions, and investment
products.
* Proven
track record in sales and business development
.
* Strong analytical and research skills with attention to detail.
* Proficient in
Microsoft Office
and
CRM software
.
* Highly organised, reliable, and self-motivated, with strong interpersonal skills.
* Excellent communication and presentation abilities with a clear customer focus.
* Must successfully pass all compliance and legal background checks prior to appointment.
What's on Offer
* Base salary from €50,000 plus performance-related bonus
.
* Opportunity to join a respected, long-established financial services firm with a loyal client base.
* Supportive and professional team culture.
* Long-term career development opportunities within a stable and growing business.