Our client is a well-established and growing brokerage firm that has experienced continued expansion through strategic acquisition. With a strong presence in the Irish financial services market, they are now seeking to add a Senior Financial Advisor to their team in County Kerry.
This newly created role is designed to support the company's ongoing growth while maintaining its commitment to exceptional client service.
Senior Financial Advisor Role Overview
As a Senior Financial Advisor, you will play a key role in managing an existing book of clients, handling new business leads and referrals, and undertaking a small element of business development.
* Client Management: Manage and develop an existing portfolio of clients, delivering expert financial planning advice tailored to their needs.
* New Business & Referrals: Handle inbound new business leads and client referrals, providing solutions across Pensions, Investments, Savings, and Protection.
* Business Development: Proactively identify new opportunities within your client network to support the company's continued growth.
* Market & Product Knowledge: Work with all major financial providers in the Irish market, staying up to date on products, trends, and regulatory changes.
* Compliance & Best Practice: Ensure all advice is fully compliant with Central Bank of Ireland regulations and company policies.
* Relationship Building: Develop and maintain strong relationships with individual and corporate clients, fostering trust and long-term engagement.
Key Requirements
QFA qualification (additional industry qualifications desirable, i.e., RPA, CFP)
Minimum 5 years of experience in a financial advisory role within brokerage, banking, or wealth management
Strong knowledge of Pensions, Investments, Savings, and Protection products in the Irish market
Proven ability to manage and grow a client portfolio with a client-focused approach
Strong business development skills with the ability to identify opportunities and build long-term relationships
Excellent communication and interpersonal skills
Ability to work independently and as part of a high-performing team
Skills: Pensions Life Cover Financial Planning Financial Advisor