Financial Advisor

TN Ireland; Galway; On-site; EUR 50,000 - 65,000; Full time

Job summary

An established industry player is seeking a motivated Financial Advisor to join its expanding team in Galway. This role offers an excellent opportunity to grow your career within a dynamic and ambitious environment. You will be responsible for achieving business targets, conducting comprehensive assessments, and building strong relationships with clients. The ideal candidate will possess a strong background in financial planning, excellent communication skills, and a proactive approach to personal development. If you are driven and ready to take the next step in your career, this is the perfect opportunity for you.

Benefits

Commission

Pension

Health Insurance

Bonus

Qualifications

• Minimum 2 years of experience in financial advisory roles.
• Recognized qualifications such as QFA or CFP are essential.

Responsibilities

• Achieve business targets for life, pension, and investment services.
• Conduct assessments to identify clients' financial planning needs.

Skills

Customer Relationship Management

Sales Experience

Financial Planning

Problem Solving

Communication Skills

Education

Leaving Certificate or equivalent

QFA or CFP qualifications

Tools

MS Office

Electronic Point-of-Sale Systems

Job description

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Financial Advisor

Location: Galway

Type: Perm

Category: Finance, Insurance

Salary: €50,000 - €65,000

Benefits:

• Commission
• Pension
• Health
• Bonus

Experience required: 2 years +

We are seeking a motivated and dynamic Financial Advisor to join an expanding team across the country. This role offers an excellent opportunity to grow your career within a long-established and ambitious company, reporting directly to the Sales Manager.

Key Responsibilities:

• Achieve business targets for life, pension, and investment services.
• Conduct comprehensive assessments with clients to identify and prioritise their financial planning needs.
• Build and nurture both internal and external relationships to grow the financial solutions business.
• Maintain high standards in professionalism and compliance with regulatory requirements.
• Take responsibility for personal and professional development by proactively improving sales, technical skills, and industry knowledge.

Qualifications:

• Minimum Leaving Certificate or equivalent.
• Recognised qualifications such as QFA or CFP.

Experience & Skills:

• Proven ability to assess customer needs and provide solutions for investments, life, and pensions.
• Strong self-starter with a high level of energy and initiative.
• Sales experience, either with intermediaries or direct to the public.
• Proficiency in MS Office and electronic point-of-sale systems.
• Excellent interpersonal, communication, and organisational skills.

Competencies:

• Strong customer relationship management, ensuring satisfaction at every interaction.
• Effective planning and organisation in managing competing tasks.
• Problem-solving and decision-making ability, knowing when to seek support or take decisions independently.
• Results-driven, focused on achieving and exceeding targets.

Compliance:

This role is a Controlled Function (CF 3 & 4) under the Central Bank of Ireland's Fitness and Probity Regime, and you must comply with these standards at all times.

This is an equal opportunity employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.

If you're a driven individual looking for the next step in your financial advisory career, we encourage you to apply today!

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