Financial Advisor

Lowquotes.ie; Portlaoise; On-site; EUR 38,000 - 60,000; Full time

Job summary

Lowquotes.ie is seeking a Financial Advisor to join its Portlaoise team in a full-time, on-site capacity. The advisor will meet with clients to assess financial needs, provide guidance on life insurance, mortgage protection, pensions and related products, and prepare detailed financial plans.

Responsibilities include reviewing existing policies, explaining options clearly, maintaining client records, and ensuring regulatory compliance while collaborating with internal teams to deliver

Qualifications

• Demonstrated skills in Financial Planning and Financial Advisory, including assessing client needs and developing tailored solutions.
• Strong knowledge of Finance and Investments, with the ability to explain products and performance in accessible language.
• Experience with Retirement Planning and pensions, including long-term savings strategies and risk management.
• Relevant professional qualification in financial services, economics, business, or a related field.
• Understanding of Irish financial regulations and compliance requirements (QFA or equivalent qualification is an advantage).
• Excellent communication, interpersonal, and client relationship skills, with a focus on ethical and inclusive advice.

Responsibilities

• Meet with clients to assess financial needs, goals, and risk tolerance; provide guidance on life insurance, mortgages, pensions and other financial products.
• Prepare comprehensive financial plans and review existing policies and investments.
• Explain product options in clear terms and recommend suitable solutions.
• Maintain accurate client records and ensure compliance with regulatory guidelines.
• Collaborate with internal teams to deliver high-quality client service and support transitions such as mortgage protection switches.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Regulatory Compliance

Client Relationships

Communication Skills

Education

QFA or equivalent qualification

Job description

Company Description

Lowquotes.ie is a financial services provider focused on helping individuals and families protect their future through tailored financial solutions. The company offers life insurance, mortgages, mortgage protection, serious illness cover, income protection, and pensions. Lowquotes.ie emphasizes value by helping clients reduce costs, including the potential to save up to 40% on mortgage protection by switching from bank-provided policies. The team is committed to clear advice, accessible support, and long-term financial security for clients.

Role Description

The Financial Advisor role at Lowquotes.ie is a full-time, on-site position based in Portlaoise. The Financial Advisor will meet with clients to assess their financial needs, goals, and risk tolerance, and provide guidance on life insurance, mortgage protection, pensions, and other financial products. Daily tasks include preparing financial plans, reviewing existing policies and investments, explaining product options in clear terms, and recommending suitable solutions. The role involves maintaining accurate client records, following compliance and regulatory guidelines, and collaborating with internal teams to deliver a high standard of client service. The Financial Advisor will also support clients in switching mortgage protection providers where appropriate, ensuring a smooth and cost-effective transition.

Qualifications

• Demonstrated skills in Financial Planning and Financial Advisory, including assessing client needs and developing tailored solutions.
• Strong knowledge of Finance and Investments, with the ability to explain products and performance in accessible language.
• Experience with Retirement Planning and pensions, including long-term savings strategies and risk management.
• Relevant professional qualification in financial services, economics, business, or a related field.
• Understanding of Irish financial regulations and compliance requirements (QFA or equivalent qualification is an advantage).
• Excellent communication, interpersonal, and client relationship skills, with a focus on ethical and inclusive advice.
• Proficiency in using financial planning tools and standard office software; strong attention to detail and organization.
• Ability to work on-site in Portlaoise, manage a client portfolio, and collaborate effectively with colleagues.