Financial Planning Associate — Hybrid Work & Growth

Ifac Ireland; Balla; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Blended WFH

Bike to work scheme

Employee assistance programme

Well-being benefits

Competitive compensation package

Job summary

Ifac Financial Planning is recruiting a full-time Associate Advisor to service clients in Connacht. You will provide advice across Life Assurance, Pensions, Investments and Savings and work closely with the Head of Financial Planning to drive growth in the region.

The role requires a QFA qualification and at least two years’ experience in financial services, with a strong client service ethic, excellent communication, and a growth mindset.

Qualifications

• QFA qualification required.
• Minimum of 2 years’ experience in financial services.
• Strong client service ethic and communication skills.
• Willingness to learn and grow professionally.
• People-focused with growth mindset and teamwork.

Responsibilities

• Provide advice across Life, Pensions, Investments and Savings.
• Develop new business and service an existing client book.
• Collaborate with Senior Advisory teams to review client needs.

Skills

Client service

Excellent communication

Growth mindset

Willingness to learn

Team collaboration

Education

QFA qualification

Job description

Ifac Financial Planning is recruiting a full-time Associate Advisor to service clients in Connacht. You will provide advice across Life Assurance, Pensions, Investments and Savings and work closely with the Head of Financial Planning to drive growth in the region.

The role requires a QFA qualification and at least two years’ experience in financial services, with a strong client service ethic, excellent communication, and a growth mindset.