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 needs

Provide expert advice on pensions, life cover, savings, and investments

Prepare and present financial planning proposals tailored to individual client goals

Maintain strong knowledge of industry products and regulations

Proactively manage and develop a portfolio of clients

Identify new business opportunities and contribute to the growth of DNG Financial Services

Maintain compliant records and ensure advice is always in line with regulatory standards

Support client retention and referrals through exceptional service delivery

Skills and Experience Required

QFA qualified with at least 2 years of advisory experience

Deep knowledge of pension, investment, and protection products

Excellent interpersonal and relationship-building skills

Proven ability to meet client needs and achieve business targets

High level of personal integrity and professionalism

Strong organisational and administrative skills

Client-focused approach and commercial awareness

Proficiency in Microsoft Office and CRM systems

Prior experience using Voyant is advantageous

Minimum 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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