Financial Planner

Engage People Recruitment; Dublin; Hybrid; EUR 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid working model

Strong commission structure

100% qualified client appointments

Modern offices and environment

Career progression and professional发展

Job summary

Engage People Recruitment is partnering with a well-established financial wellbeing organisation in Dublin to hire a Financial Adviser. You’ll provide tailored advice across pensions, investments and protection, helping clients make informed decisions while upholding professional and regulatory standards.

With 100% qualified leads provided, you’ll spend time building meaningful, long-term relationships, backed by a modern, collaborative team and strong industry relationships.

Qualifications

• QFA with experience providing regulated financial advice across pensions, investments and protection.
• Strong understanding of Irish regulatory requirements.
• Relationship-focused adviser who educates clients and delivers exceptional service.

Responsibilities

• Meet clients to understand goals and circumstances.
• Provide personalised advice across pensions, investments and protection.
• Conduct financial reviews and recommend solutions.
• Prepare compliant suitability reports and recommendations.
• Build long-term relationships with private individuals and workplace clients.
• Ensure all advice meets Central Bank of Ireland regulatory standards.
• Keep knowledge up to date through CPD and professional development.
• Contribute positively to a collaborative, client-focused team culture.

Skills

Client relationships

Regulatory knowledge

Pensions/Investments

Education

Qualified Financial Adviser (QFA)

Job description

If you're passionate about helping people make better financial decisions and want to work in an environment where advice comes before sales, this could be the opportunity you've been looking for.

Join a well-established and highly respected financial wellbeing organisation that is transforming how financial advice is delivered. With 100% qualified leads provided, you'll spend your time building meaningful, long-term relationships rather than chasing new business. You'll be backed by a modern, collaborative team, excellent industry relationships, and a business that genuinely puts clients' financial wellbeing first.

If you're passionate about helping people make better financial decisions and want to work in an environment where advice comes before sales, this could be the opportunity you've been looking for.

Join a well-established and highly respected financial wellbeing organisation that is transforming how financial advice is delivered. With 100% qualified leads provided, you'll spend your time building meaningful, long-term relationships rather than chasing new business. You'll be backed by a modern, collaborative team, excellent industry relationships, and a business that genuinely puts clients' financial wellbeing first.

The role

As a Financial Adviser, you'll provide tailored advice across pensions, investments and protection, helping clients make informed financial decisions at every stage of life. You'll deliver a personalised service while maintaining the highest professional and regulatory standards.

Key responsibilities

• Meet with clients to understand their financial goals, priorities and circumstances.
• Provide personalised advice across pensions, investments and protection.
• Conduct comprehensive financial reviews and recommend appropriate solutions.
• Prepare clear and compliant suitability reports and recommendations.
• Build trusted, long-term relationships with private individuals and workplace clients.
• Ensure all advice meets Central Bank of Ireland regulatory standards.
• Keep your technical knowledge up to date through ongoing CPD and professional development.
• Contribute positively to a collaborative and client-focused team culture.

Is this you?

• Qualified Financial Adviser (QFA) with experience providing regulated financial advice across pensions, investments and protection.
• Strong understanding of financial planning, retirement solutions and Irish regulatory requirements.
• A relationship-focused adviser who enjoys educating clients and delivering exceptional service.

What's on offer

• Salary of €55,000 - €70,000.
• Strong commission structure.
• Hybrid working model.
• 100% qualified client appointments provided.
• Modern offices and an excellent working environment.
• Opportunity to join a business with an outstanding reputation and strong industry relationships.
• A genuine advice-led culture focused on long-term client wellbeing rather than sales targets.
• Ongoing professional development and career progression.