Financial Advisor

Morgan McKinley; Letterkenny; Hybrid; EUR 45,000 - 65,000; Full time

Job summary

Morgan McKinley in Letterkenny, Co. Donegal, seeks an experienced Financial Adviser to manage an established client portfolio and deliver tailored financial planning solutions.

You will work with individuals, families and business owners, providing clear, practical advice for pensions, retirement planning, protection, savings and investments. The role emphasizes client relationships, professional integrity, and high-quality service within a collaborative team.

Qualifications

• QFA qualification required.
• Three+ years of financial advice experience in Ireland.
• Strong understanding of personal financial planning (pensions, retirement, protection, savings, investments).
• Knowledge of regulatory and compliance requirements for financial advice in Ireland.
• Proven ability to manage client relationships and provide ongoing reviews.

Responsibilities

• Conduct financial reviews and needs assessments for existing and prospective clients.
• Provide clear financial recommendations tailored to client circumstances and goals.
• Advise across pensions, retirement planning, protection, savings and investments.
• Manage an established client portfolio and adapt plans as circumstances change.
• Build lasting client relationships through regular reviews and proactive communication.
• Identify opportunities to meet wider financial planning needs and develop new relationships.
• Explain products and recommendations in clear language to enable informed decisions.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Collaborate with colleagues to deliver a high-quality client experience.
• Support business objectives while focusing on client outcomes.

Skills

Client advisory

Pensions expertise

Regulatory compliance knowledge

Communication skills

Portfolio management

Education

QFA qualification

Job description

We are currently recruiting for an experienced, QFA-qualified Financial Adviser to join an established financial services business based in Letterkenny, Co. Donegal.

This is an excellent opportunity for a client-focused adviser to manage an established portfolio of clients while developing new relationships and delivering tailored financial planning solutions. The successful candidate will work closely with individuals, families and business owners, helping them make informed decisions about their financial futures.

The role will focus on pensions, retirement planning, protection, savings and investments, with an emphasis on building long-term client relationships and providing clear, practical advice that reflects each client's individual circumstances and objectives.

The successful candidate will join a supportive, collaborative team where professional integrity, quality of advice and excellent client service are central to the business. The position is primarily office-based, with some flexibility around working hours and remote working by agreement.

Key Responsibilities

• Conduct financial reviews and comprehensive needs assessments for existing and prospective clients.
• Develop and present clear, practical financial recommendations tailored to clients' individual circumstances, objectives and long-term goals.
• Provide advice across pensions, retirement planning, protection, savings and investments, in line with relevant qualifications and regulatory permissions.
• Manage and maintain an established portfolio of clients, ensuring their financial plans remain appropriate as their circumstances change.
• Build lasting client relationships through regular reviews, proactive communication and ongoing support.
• Identify opportunities to meet clients' wider financial planning needs and develop new client relationships.
• Explain financial products, options and recommendations in clear, accessible language, enabling clients to make informed decisions.
• Maintain accurate client records and ensure all advice and documentation meet relevant regulatory, compliance and internal standards.
• Work collaboratively with colleagues to deliver a consistent, high-quality client experience.
• Contribute to agreed business objectives and performance targets while maintaining a strong focus on client outcomes.
• Keep up to date with relevant financial products, market developments, legislation and regulatory requirements.

Qualifications and Experience

• QFA qualification as a minimum.
• At least three years' experience providing financial advice in Ireland, either within a financial brokerage or as a self-employed Financial Adviser.
• A strong understanding of personal financial planning, particularly pensions, retirement planning, protection, savings and investments.
• Knowledge of the regulatory and compliance requirements relevant to providing financial advice in Ireland.
• Experience managing client relationships and delivering ongoing financial reviews and recommendations.
• A client-first approach, with a genuine commitment to understanding individual needs and acting in clients' best interests.
• Strong communication and interpersonal skills, with the ability to explain complex financial matters in straightforward, everyday language.
• Strong organisational skills and attention to detail, with the ability to manage competing priorities effectively.
• A motivated, commercially aware approach and the ability to work towards agreed business objectives.