Financial Advisor

mortgages

Brief Description of Role

DNG Financial Services is looking to recruit a qualified Financial Advisor to join our growing team.

This is an excellent opportunity for a motivated, client-focused individual with a strong understanding of pensions, protection, savings and investment solutions.

Main Duties and Responsibilities Meet with new and existing clients to assess their financial planning needsProvide expert advice on pensions, life cover, savings, and investmentsPrepare and present financial planning proposals tailored to individual client goalsMaintain strong knowledge of industry products and regulationsProactively manage and develop a portfolio of clientsIdentify new business opportunities and contribute to the growth of DNG Financial ServicesMaintain compliant records and ensure advice is always in line with regulatory standardsSupport client retention and referrals through exceptional service deliverySkills and Experience Required QFA qualified with at least 2 years of advisory experienceDeep knowledge of pension, investment, and protection productsExcellent interpersonal and relationship-building skillsProven ability to meet client needs and achieve business targetsHigh level of personal integrity and professionalismStrong organisational and administrative skillsClient-focused approach and commercial awarenessProficiency in Microsoft Office and CRM systemsPrior experience using Voyant is advantageousMinimum or Desired Qualifications Required

QFA essential

Third Level Qualification desirable

Full Driver's Licence required

Additional Information

Full Time Permanent Contract – 37.5 hours per week

Salary & Benefits : On Application

Apply by submitting your CV to James Kane –

Closing Date for Applications : 10 / 06 / 2025

Shortlisting will apply

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