Financial Advisor

Morgan McKinley; Nenagh; On-site; EUR 45,000 - 65,000; Full time

Job summary

Morgan McKinley is recruiting an experienced Financial Advisor for an established financial services firm in Tipperary. You will work closely with clients to understand their financial circumstances and deliver tailored financial planning advice across pensions, retirement planning, investments, savings, mortgages, protection and tax planning.

You will conduct detailed assessments, prepare clear recommendations, and review client portfolios regularly while staying compliant with regulatory

Qualifications

• Proven experience in Financial Advisor or Personal Financial Planning.
• CFP designation or progress towards equivalent.
• Solid grounding in finance and investment principles.
• Strong knowledge of pensions and retirement planning.
• Relevant third-level qualification in finance, economics, or business.
• Strong numerical and analytical skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Meet with clients to understand financial circumstances and goals.
• Develop tailored financial plans to meet client needs.
• Advise on pensions, retirement planning, investments, savings, mortgages and tax planning.
• Prepare clear financial recommendations and reports.
• Conduct regular reviews of client portfolios and adapt plans.
• Maintain compliant client records and stay updated on regulatory requirements.
• Explain complex financial concepts in a clear, professional manner.
• Build long-term client relationships through excellent service and ongoing support.

Skills

Client-focused advice

Financial planning

Pensions knowledge

Investments knowledge

Analytical skills

Communication skills

Regulatory compliance

Education

CFP designation or progress towards equivalent

Finance/economics/business degree

Job description

We are currently recruiting for an experienced and client-focused Financial Advisor to join an established financial services firm based in Tipperary. This is an excellent opportunity for a motivated professional to work closely with clients, providing tailored financial advice and helping them achieve their short- and long-term financial goals.

The successful candidate will play a key role in delivering comprehensive financial planning solutions across pensions, retirement planning, investments, savings, mortgages, protection, inheritance and tax planning. This role will suit someone who enjoys building long-term client relationships, takes a proactive approach to financial planning and is committed to delivering high-quality, compliant advice.

Key Responsibilities

• Meet with new and existing clients to understand their financial circumstances, objectives and future aspirations.
• Conduct detailed financial assessments and develop tailored financial plans to meet individual client needs.
• Provide expert advice across pensions, retirement planning, investments, savings, life assurance, protection, mortgages, inheritance and tax planning, in line with your qualifications and regulatory permissions.
• Analyse clients’ financial information, assess their needs and identify suitable financial products and strategies.
• Prepare clear, comprehensive financial recommendations, reports and supporting documentation.
• Conduct regular reviews of existing client portfolios and financial plans, ensuring recommendations remain appropriate as circumstances and objectives evolve.
• Explain complex financial concepts and product options in a clear, accessible and professional manner.
• Build and maintain strong, long-term relationships with clients through excellent service, regular communication and ongoing support.
• Maintain accurate client records and ensure all advice and activities comply with relevant regulatory, compliance and industry standards.
• Stay informed of changes in financial markets, products, legislation and regulatory requirements that may affect client recommendations.
• Work collaboratively with colleagues to ensure a consistent, professional and positive client experience.
• Identify opportunities to support clients with their wider financial planning needs and deliver a comprehensive advisory service.

Candidate Requirements

• Proven experience in a Financial Advisor or Personal Financial Planning role, with a strong understanding of client-focused financial advice.
• Relevant professional qualifications, such as the Certified Financial Planner (CFP) designation or progress towards an equivalent recognised qualification.
• A solid grounding in finance, financial products and investment principles.
• Strong knowledge of pensions, retirement planning and long-term savings strategies.
• Understanding of investment planning, protection, mortgages and broader personal financial planning needs.
• A relevant third-level qualification in finance, economics, business or a related discipline would be advantageous.
• Strong analytical and numerical skills, with the ability to interpret financial information and develop appropriate recommendations.
• Excellent communication and interpersonal skills, with the ability to build trust and explain financial matters clearly.
• Excellent organisational skills and the ability to manage a varied client portfolio effectively.