Financial Advisor – Pensions & Investments (Hybrid)

STRIVE Search; Leinster; Hybrid; EUR 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid work arrangement

Existing client book

Job summary

STRIVE Search is supporting an established Irish financial services business seeking a Financial Advisor to join their Meath team, servicing clients across protection, pensions, investments, savings and retirement planning.

In this role you will provide regulated financial advice, grow and maintain a client portfolio, and build long-term relationships with clients through ongoing guidance. The position offers hybrid working and a competitive salary based on experience with a commission structure.

Qualifications

• Fully QFA qualified is required.
• Experience in financial services or advisory is essential.
• Strong knowledge of Irish financial products.
• Excellent communication and relationship-building skills.
• Ability to manage and develop a client portfolio.
• Interest in broader financial planning and advisory.
• Experience across pensions and investments.
• Experience in protection, life, pensions or investment advice.
• Experience generating and developing new business.

Responsibilities

• Provide regulated financial advice tailored to clients' goals.
• Manage and develop existing client relationships.
• Assess clients' financial circumstances and objectives.
• Provide advice across protection, pensions, investments, savings and retirement planning.
• Build long-term client relationships through ongoing guidance and support.

Skills

Client relationship management

Regulated financial advice

Financial planning

New business development

Communication skills

Pensions and investments knowledge

Portfolio management

Broader financial planning

Education

QFA

Job description

STRIVE Search is supporting an established Irish financial services business seeking a Financial Advisor to join their Meath team, servicing clients across protection, pensions, investments, savings and retirement planning.

In this role you will provide regulated financial advice, grow and maintain a client portfolio, and build long-term relationships with clients through ongoing guidance. The position offers hybrid working and a competitive salary based on experience with a commission structure.