Associate Financial Advisor

Force; Kilkenny; On-site; EUR 40,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangements

Career progression opportunities

Work-life balance support

Social and wellness initiatives

Job summary

A leading professional services firm is seeking an Associate Advisor to join their Financial Planning team in Kilkenny. This role involves providing tailored financial planning advice and developing relationships with clients. The ideal candidate must be QFA qualified and have at least 2 years of experience in financial services. This position offers opportunities for career progression, a supportive work environment, and the chance to be part of a high-performing team focused on client needs.

Qualifications

• QFA qualified individuals are essential for this role.
• Minimum of 2 years’ experience in financial services is required.
• Candidates should possess strong communication and interpersonal skills.

Responsibilities

• Provide tailored financial planning advice across various products.
• Develop and manage relationships with new and existing clients.
• Support business development initiatives to grow the client portfolio.
• Collaborate with senior advisors to address client needs.

Skills

Client-facing advisory skills

Financial planning product understanding

Communication skills

Interpersonal skills

Team collaboration

Commercial awareness

Education

QFA qualification

Job description

Associate Advisor – Financial Planning

South Leinster

We are partnering with a well-established and growing professional services firm to recruit an Associate Advisor to join their Financial Planning team.

This is an excellent opportunity for a motivated financial services professional to work closely with Partners and specialist teams, delivering high-quality advice and long-term financial planning solutions to a diverse client base. With offices across the country, you'll be based in the one most convenient to your location.

Key Responsibilities

• Provide tailored financial planning advice across pensions, investments, protection, and savings
• Develop and manage relationships with both new and existing clients
• Support business development initiatives and contribute to growing the client portfolio
• Work closely with senior advisors and local teams to assess and respond to client needs
• Maintain a high standard of compliance and regulatory adherence
• Contribute to the ongoing development and success of the financial planning team

Required

• QFA qualified (essential)
• Minimum 2+ years’ experience in financial services, with a focus on client-facing advisory
• Strong understanding of financial planning products and regulatory requirements
• Excellent communication and interpersonal skills
• Client-focused with a strong service ethic
• Commercially aware with an interest in business development
• Proactive, motivated, and keen to develop professionally
• A collaborative team player with high levels of integrity

Why Join?

• Join a collaborative, high-performing and values-driven team
• Work in a supportive environment that encourages learning and development
• Access clear opportunities for career progression and growth
• Benefit from flexible working arrangements and a strong work-life balance
• Participate in regular social, wellness, and team initiatives
• Be part of a firm with a strong reputation and ambitious growth plans