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Financial advisor - pensions

Morgan Mckinley
Financial advisor
Posted: 15 July
Offer description

Are you a qualified pensions professional with a strong track record in sales and client engagement?
We're currently recruiting for two experienced Pensions Advisors to join a well-established financial services firm with offices in both Limerick and Ennis.
These roles are ideal for ambitious professionals who thrive in a client-facing environment and are passionate about helping individuals secure their financial futures.
The successful candidates will join a supportive team with strong leadership, excellent infrastructure, and a loyal client base.
The Role Provide expert advice to clients on pension planning, retirement options, and long-term financial security Manage and develop a portfolio of individual and corporate pension clients Identify opportunities to upsell and cross-sell relevant financial products Stay up to date with the latest pension legislation and regulatory changes Build strong, long-term client relationships through regular engagement and proactive service Ensure all activity complies with Central Bank requirements and internal compliance procedures What You'll Need A QFA qualification (Qualified Financial Adviser) - essential At least 2 years' experience selling pensions (not just pension administration) Proven ability to build rapport and maintain long-term client relationships Strong commercial awareness and ability to spot growth opportunities Excellent communication and organisational skills A full clean driver's licence Skills: QFA Pensions Financial Services

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