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Compensation: Competitive Salary and Excellent Benefit Package
Type: Permanent
We are working with a well-established firm in the financial services sector, with a commitment to improving clients’ financial futures through personalised advice and long-term planning strategies. The role offers strong development potential, a collaborative environment, and exposure to a diverse range of financial planning needs across pensions, protection, and investments.
Key Responsibilities:
* Deliver personalised financial advice to clients across pensions, protection, and investment products
* Conduct full financial reviews including fact-finding, risk profiling and recommendation reports
* Provide expert guidance to both individual clients and employees of corporate partners
* Maintain regulatory and CPD standards in line with the Central Bank of Ireland’s competency codes
* Mentor and support colleagues within the advisory team where required
Key Skills:
* QFA qualification essential. RPA, SIA or CFP an advantage.
* 3+ years’ experience in financial advice, with strong knowledge of pension structures, income options, and taxation
* Strong understanding of investment and protection products, including suitability assessments
* Experience with technical reporting and delivering regulated financial recommendations
Due to the high volume of applications received, we regret that we are unable to respond to all applications. Only those suitable for this position will be contacted.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Business Development and Sales
* Industries
Pension Funds
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