Financial Advisor

Hunter Savage; Monaghan; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Hunter Savage is seeking an experienced Financial Advisor to join a Monaghan-based team. The role emphasizes holistic financial planning, client relationship management, and tailored advice in a professional, supportive environment.

The successful candidate will work in a hybrid setup with a focus on developing long-term client relationships and providing compliant, high-quality financial guidance aligned to individual client objectives.

Qualifications

• Experience in financial planning, financial advice or wealth management.
• Strong client-focused approach and relationship-building.
• Appropriate financial planning qualifications for the Irish market.
• Excellent communication skills for client interaction.
• Ability to explain financial matters clearly to clients.
• Compliance and suitability understanding for financial advice.
• Organisational skills and attention to detail.
• Ability to manage existing client portfolios and develop new business.

Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Provide holistic financial planning advice based on client circumstances and objectives.
• Review clients' financial arrangements and identify planning opportunities.
• Conduct client fact-finds and establish financial goals.
• Provide tailored, professional financial advice.
• Manage an existing portfolio while developing new relationships.
• Conduct regular client reviews and adapt advice as circumstances change.
• Maintain accurate client records and regulatory compliance.
• Collaborate with colleagues to deliver a high-quality client experience.
• Contribute to growth and development of the financial planning business.

Skills

Client relationship building

Holistic financial planning

Communication skills

Explain financial matters clearly

Regulatory compliance awareness

Portfolio management

Financial planning experience

Negotiation and advisory

Education

Irish financial planning qualifications

Job description

We are hiring for our client as they continue to develop their financial planning offering and seek to appoint an experienced Financial Advisor to their team in Monaghan.

This is an excellent opportunity for a client-focused Financial Advisor who enjoys taking a holistic approach to financial planning, building trusted long-term relationships and providing advice tailored to each client's individual circumstances and objectives.

The successful Financial Advisor will join an established business offering a competitive salary, hybrid working and the opportunity to develop their career within a professional and supportive environment.

Top 3 Things to Know About this Job

• Competitive salary and benefits package
• Hybrid working with a Monaghan base
• Holistic financial planning role with strong client interaction

The Role

As Financial Advisor, you will:

• Develop and maintain strong, long-term relationships with new and existing clients
• Provide holistic financial planning advice based on individual client circumstances, objectives and priorities
• Review clients' financial arrangements and identify appropriate planning opportunities
• Conduct detailed client fact-finds and establish short, medium and long-term financial goals
• Provide clear, professional and tailored financial advice
• Manage an existing portfolio of clients while developing new relationships
• Conduct regular client reviews and ensure advice remains appropriate as circumstances change
• Maintain accurate client records and ensure all activity is completed in line with relevant regulatory and compliance requirements
• Work collaboratively with colleagues to deliver a high-quality client experience
• Contribute to the continued growth and development of the financial planning business

The Person

The successful Financial Advisor will ideally have:

• Previous experience working within financial planning, financial advice or wealth management
• A strong understanding of holistic financial planning
• Appropriate financial planning qualifications for the Irish market
• Excellent relationship-building and communication skills
• The ability to explain financial matters clearly and confidently to clients
• A professional, consultative and client-focused approach
• Strong organisational skills and attention to detail
• The ability to manage an existing client portfolio and develop new business relationships
• A strong understanding of the importance of compliance and suitability within financial advice

The Reward

• Competitive salary, dependent on experience
• Hybrid working
• Monaghan location
• Long-term career development opportunity
• Established and supportive working environment
• Opportunity to build strong, ongoing relationships with clients
• Broad exposure to holistic financial planning

Why Hunter Savage

Hunter Savage is a specialist recruitment consultancy with deep market expertise across Accountancy & Finance and Financial Services throughout Northern Ireland and the Republic of Ireland.

Our niche-focused, consultative approach allows us to build long-term relationships with professionals and employers, providing informed and confidential career advice based on a detailed understanding of the market.

With offices across the UK and Ireland, our specialist teams combine sector knowledge with extensive market networks to help professionals identify opportunities offering genuine potential for progression and growth.

Expert, confidential recruitment advice.

Salary details listed are intended as a guide. Salary is generally negotiable and will depend on factors including experience and expertise.

We reserve the right to heighten shortlisting criteria dependent upon the calibre of response.