Financial Advisor - Leitrim

Fairstone Ireland; Connacht; On-site; EUR 52,000 - 68,000; Full time

Job summary

Fairstone Ireland is seeking an experienced Financial Advisor for a full-time permanent role in Carrick-on-Shannon. You will provide independent financial advice to a diverse client base, managing an established portfolio while growing new business opportunities.

The role emphasizes autonomy, tailored financial planning, and adherence to the Fitness Probity Regime and Individual Accountability Framework. Pre-employment checks apply.

Qualifications

• Fully QFA qualification is a strict requirement.
• CFP modules completed or CFP qualification is advantageous.
• Solid knowledge of financial regulations and markets.

Responsibilities

• Deliver compliant professional financial advice under Central Bank of Ireland regulations.
• Manage and grow an existing client portfolio with proactive service.
• Conduct research to tailor financial solutions for diverse client needs.
• Drive new business growth through referrals and existing Fairstone client relationships.
• Maintain accurate client records documenting objectives and recommendations.
• Stay updated on industry trends, regulatory changes and market developments.

Skills

Financial planning

Portfolio management

Client relationship management

Communication

Education

QFA required

CFP modules completed (advantageous)

Job description

Fairstone Ireland is seeking applications from experienced Financial Advisors for a full-time permanent opportunity in Carrick-on-Shannon.

As a Financial Advisor, you’ll provide expert, independent financial advice to a diverse client base, helping them achieve their financial goals through tailored solutions. This position involves managing an established client portfolio while also focusing on growing new business opportunities. You will have significant autonomy and the chance to shape financial plans that drive measurable results.

This role is part of the Fitness Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Responsibilities

• Deliver professional financial advice that complies with the Central Bank of Ireland’s regulations and Company practices.
• Manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service.
• Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
• Drive new business growth through referrals, self-generated leads, and existing Fairstone client relationships.
• Ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
• Stay ahead of industry trends, regulatory changes, and market developments to provide informed advice.
• Actively participate in business development initiatives, contributing to the growth of client Assets Under Management (AUM) and overall revenue.

The ideal candidate

• A minimum of 18 months' experience as a Financial Advisor, with a deep knowledge of financial planning, including protection, pensions, investments, tax-efficient strategies, and holistic planning.
• A proven track record of managing and growing client portfolios.
• A high level of commercial awareness and the ability to identify opportunities for business growth.
• Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly and concisely.
• Strong organisational skills, with a focus on accuracy and attention to detail.
• A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery.

Qualifications

• Fully QFA qualified is an absolute requirement.
• Having some of the CFP modules completed or being fully CFP qualified is highly advantageous.
• In-depth knowledge of financial regulations, markets, and industry practices.
• Strong leadership qualities and the ability to mentor junior advisors, if required.
• Proficient in using financial planning software and tools.

Please note that any offer of employment with Fairstone is subject to the satisfactory completion of pre-employment checks. These checks include verification of your references, education and professional qualifications, confirmation of eligibility to work in the Republic of Ireland, and a review of publicly available professional/personal information (internet search). Employment will not commence until all checks have been completed to the Company's satisfaction.

For more information, please email [e-mail] and our team will be able to assist you further.