Financial Advisor

Ask Acorn; Galway; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Discounted insurance products

Company pension

Bonus scheme

Remote working options

Professional development

Competitive salary

Job summary

Ask Acorn in Galway is seeking a Financial Advisor to meet clients, assess insurance and personal finance needs, and develop tailored financial plans. The role focuses on protection, pensions, savings and investments with regulatory compliance and detailed documentation.

You will support proposals, manage client portfolios and collaborate with colleagues while staying informed on market trends to provide high-quality advice.

Qualifications

• Strong Financial Planning and Financial Advisory skills to craft client-focused solutions.
• Solid Finance knowledge including personal finance, risk management and regulatory requirements.
• Retirement Planning knowledge covering pensions and long-term savings strategies.
• Investments knowledge with ability to explain products, risk profiles and diversification.
• Professional qualifications in financial services (e.g., QFA) and experience advising clients on insurance and financial products.
• Strong communication and interpersonal skills, client-focused mindset, analytical ability, and proficiency with CRM software.

Responsibilities

• Meet with clients to assess insurance and personal finance needs and develop tailored financial plans.
• Provide recommendations on protection products, pensions, savings and investments while complying with regulatory standards.
• Prepare and present proposals, manage client portfolios, and maintain accurate records.
• Collaborate with colleagues and participate in local outreach or information events to deliver high-quality advice.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Investments

Regulatory Knowledge

Client Communication

Education

QFA or equivalent

Tools

CRM software

Office suite

Job description

Company Description

Ask Acorn is a 100% Irish-owned company providing a one-stop shop for insurance and personal finance needs through a nationwide network of local financial advisors, branches, and an Ireland-based customer care team. The company offers tailored solutions across car and home insurance, life cover, protection, and pensions, with a focus on genuine personal service and expert guidance. As an accredited “Great Place to Work,” Ask Acorn promotes a dynamic environment with diverse career paths and strong learning and development opportunities. Team members benefit from a competitive salary, remote working options, discounted insurance products, professional development and training, a company pension scheme, and a bonus scheme. Ask Acorn is committed to equality, diversity, and inclusion, fostering a culture where people from varied backgrounds are respected and supported to reach their full potential.

Role Description

This is a full-time, on-site/hybrid Financial Advisor role based in Galway. The Financial Advisor will meet with clients to assess their insurance and personal finance needs, provide tailored recommendations, and develop comprehensive financial plans aligned with their goals. The role involves advising on protection products, pensions, savings, and investment options, while ensuring compliance with regulatory and company standards. The Financial Advisor will prepare and present proposals, manage client portfolios, respond to queries, and maintain accurate records in line with internal processes. The position also includes collaborating with colleagues, participating in local outreach or information events, and staying current with market trends and financial products to deliver high-quality advice.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, with the ability to create comprehensive, client-focused solutions.


• Candidates should possess solid Finance skills, including understanding of personal finance, risk management, and regulatory requirements.


• Candidates should possess Retirement Planning skills, including knowledge of pensions, long-term savings strategies, and retirement income options.


• Candidates should possess Investments skills, with the ability to explain investment products, risk profiles, and portfolio diversification in clear, accessible terms.


• Relevant professional qualifications in financial services (e.g., QFA or equivalent) and experience in advising individual clients on insurance and financial products are highly beneficial.


• Strong communication and interpersonal skills, client-focused mindset, analytical ability, and proficiency with standard office and CRM software are required.


• Ability to work ethically within regulatory frameworks, maintain confidentiality, and build long-term client relationships in a structured, on-site environment.