Financial Advisor - Galway

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

Benefits offered by this job

Hybrid working

Central Galway office

Commission structure

Professional development

Established client relationships

Job summary

Engage People Recruitment seeks a Financial Advisor in Galway to guide individuals, families and business owners toward informed financial futures. You will deliver comprehensive planning and grow your client base while maintaining high standards of service.

You will build trusted relationships, develop pensions, investments and protection strategies, and conduct regular reviews as part of a collaborative team in a central Galway office with hybrid working options.

Qualifications

• QFA qualified with experience in financial advice and planning.
• Strong understanding of pensions, investments, protection and cashflow modelling.
• Ability to develop client relationships and grow business.

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

Financial planning

Cashflow modelling

Pensions knowledge

Client relationships

Education

QFA qualified

Job description

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.