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Financial Advisor

Financial Advisor

Total TalentDublin, Leinster, Republic of Ireland
19 days ago
Job description

Job Title : Financial Advisor Location : Remote (Ireland-based, preferably Dublin / Kildare area) Employment Type : Full-Time Summary An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning. This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland. Responsibilities Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients Manage an existing book of business while proactively identifying new business opportunities Conduct in-depth fact-finds and financial reviews to establish individual client needs Provide clear, structured recommendations supported by risk assessments and financial analysis Ensure consistent adherence to regulatory obligations and industry compliance standards Work collaboratively with internal support staff and maintain regular client engagement Assist in the structuring of inheritance plans and group pension schemes where relevant Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning Skills and Experience Minimum qualification of QFA is required; CFP accreditation is a distinct advantage At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm Strong working knowledge across Life, Pensions, Investments, and Protection planning Demonstrated experience in group schemes and business protection is beneficial Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients Self-starter with the ability to manage time independently and work remotely with minimal oversight Proficient in conducting financial reviews and writing client reports Full, clean driver's licence Benefits : Competitive base salary depending on experience Pension & Health insurance Performance-driven bonus and commission scheme Flexible, remote work setup Comprehensive benefits package Ongoing training and career development support Skills : Financial services Retirement planning Financial consulting Benefits : Great Benefits Package

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Financial Advisor • Dublin, Leinster, Republic of Ireland

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