Financial Advisor - Galway

Engage People Recruitment; Galway; Hybrid; EUR 55,000 - 65,000; Full time

Benefits offered by this job

Strong commission structure

Hybrid working

Employee benefits package

Career development support

Job summary

Engage People Recruitment is assisting a Galway-based financial brokerage to find a qualified Financial Advisor. You will build and maintain meaningful client relationships, provide holistic financial planning, and grow your own portfolio within a supportive, long-established firm.

You’ll deliver pensions, investments and protection guidance, conduct regular reviews, and leverage a strong referral network to expand business. Genuine development support and a collaborative culture are offered.

Qualifications

• QFA qualified and experience in financial advice or financial planning.
• Good understanding of pensions, investments, protection and cashflow modelling.
• Personable, commercially minded professional who helps clients and delivers quality advice.

Responsibilities

• Build and maintain trusted client relationships by understanding their financial goals and priorities.
• Create personalised financial plans using cashflow modelling and financial planning tools.
• Advise clients on pensions, investments, retirement planning and protection solutions.
• Conduct regular client reviews to ensure financial plans remain aligned with changing circumstances.
• Develop new business through referrals, networking and building professional relationships.
• Manage your sales pipeline and work towards agreed commercial targets.
• Collaborate with an experienced team to deliver a high standard of client service.
• Maintain accurate client records and ensure all advice meets regulatory and compliance requirements.

Skills

Client relationship building

Financial planning

Pensions

Investments

Cashflow modelling

Education

QFA

Job description

Are you a qualified Financial Advisor looking for a role where you can build meaningful client relationships, develop your expertise and be rewarded for your success? This is an opportunity to join a highly regarded, long-established financial brokerage in Galway that puts people and relationships at the centre of everything it does.

You’ll become part of an experienced, supportive team with a loyal client base and a strong reputation for delivering holistic financial advice. With a genuine commitment to developing its people, including support for further studies, this is an excellent opportunity to grow your career in a business that values both professional achievement and long-term relationships.

The Role

As a Financial Advisor, you’ll work with individuals, families, and business owners to help them make informed decisions about their financial futures. You’ll provide comprehensive financial planning advice while developing existing client relationships and identifying opportunities to grow your own portfolio.

Your responsibilities will include:

• Build and maintain trusted client relationships by understanding their financial goals and priorities.

• Create personalised financial plans using cashflow modelling and financial planning tools.

• Advise clients on pensions, investments, retirement planning and protection solutions.

• Conduct regular client reviews to ensure financial plans remain aligned with changing circumstances.

• Develop new business through referrals, networking and building professional relationships.

• Manage your sales pipeline and work towards agreed commercial targets.

• Collaborate with an experienced team to deliver a high standard of client service.

• Maintain accurate client records and ensure all advice meets regulatory and compliance requirements.

Is this you?

• QFA qualified, with experience in financial advice or financial planning and a good understanding of pensions, investments, protection and cashflow modelling.

• Comfortable developing client relationships, identifying opportunities and contributing to new business growth.

• A personable, commercially minded professional who enjoys helping clients, works well with colleagues and takes pride in delivering quality advice.

What's on offer

• Salary: €55,000-€65,000, depending on experience.

• Commission: Strong commission structure rewarding your commercial success.

• Benefits: Additional employee benefits package.

• Hybrid working: Flexibility alongside a centrally located Galway office.

• Established client relationships: Work within a reputable brokerage with a loyal, long-standing client base.

• Career development: A business genuinely invested in its people, with support for further professional studies and development.

• Supportive team: Join experienced colleagues who value collaboration, knowledge sharing and long-term relationships.

• Varied client work: Build your expertise by helping clients with a broad range of financial planning requirements.