Financial Advisor

Premier Insurances

Munster

On-site

EUR 45,000 - 65,000

Full time

5 days ago
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Job summary

Premier Insurances in Ireland is seeking a committed Financial Advisor for a full‑time, on‑site role in County Tipperary. You will meet clients to understand their goals and design tailored plans for protection, savings and retirement, while ensuring all advice complies with regulatory standards.

You will maintain accurate client records, provide clear explanations of options, and build lasting relationships in a client‑focused, ethical advisory environment.

Qualifications

  • Experience in financial planning and retirement planning.
  • Knowledge of finance and investments.
  • Ability to provide client-focused advisory services in a regulated environment.

Responsibilities

  • Meet with clients to understand financial goals and develop tailored plans.
  • Ensure all advice complies with regulatory and compliance standards; maintain documentation.

Skills

Financial Planning
Retirement Planning
Investments
Regulatory compliance
Communication skills

Education

QFA or equivalent

Job description

Company Description

Premier Insurances is a nationwide financial services provider, founded in 2003, and continues to grow through a network of highly skilled advisors. The company is regulated by the Central Bank of Ireland and is committed to education, compliance, and high-quality service delivery. Premier Insurances focuses on customer-centric financial planning, tailoring protection and retirement plans to individual needs and long‑term goals. The team emphasizes listening to clients, understanding their circumstances, and providing products that align with their financial objectives. Based at 14 Liberty Square, Thurles, Co. Tipperary, Premier Insurances offers ongoing, personalized support to help clients protect their families and plan for the future.

Role Description

This is a full‑time, on‑site Financial Advisor role located in County Tipperary, Ireland. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop tailored plans for protection, savings, and retirement. Daily responsibilities include advising on insurance products, investments, and retirement solutions, preparing and presenting recommendations, and ensuring all advice meets regulatory and compliance standards. The role involves maintaining regular contact with clients, reviewing plans as circumstances change, and providing clear, accessible explanations of financial options. The Financial Advisor will collaborate with colleagues, maintain accurate documentation, and contribute to a client‑focused, ethical advisory environment.

Qualifications
  • Candidates should possess strong skills in Financial Planning and Retirement Planning.
  • Candidates should possess solid knowledge of Finance and Investments.
  • Candidates should possess expertise in providing Financial Advisory services and client‑focused recommendations.
  • Relevant financial services qualifications or certifications (e.g., QFA or equivalent) are highly beneficial.
  • Strong analytical, numerical, and problem‑solving skills, with attention to regulatory and compliance requirements.
  • Excellent communication and interpersonal skills, with the ability to explain complex concepts in clear, accessible language.
  • Proven ability to build long‑term client relationships and work ethically in a regulated environment.
  • Experience in insurance or financial services advisory roles, particularly within the Irish market, is an advantage.
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