QFA Financial Advisor – Pension & Retirement Planning

Morgan McKinley; Letterkenny; Híbrido; EUR 45.000 - 65.000; Jornada completa

Descripción de la vacante

Morgan McKinley in Letterkenny, Co. Donegal, seeks an experienced Financial Adviser to manage an established client portfolio and deliver tailored financial planning solutions.

You will work with individuals, families and business owners, providing clear, practical advice for pensions, retirement planning, protection, savings and investments. The role emphasizes client relationships, professional integrity, and high-quality service within a collaborative team.

Formación

• QFA qualification required.
• Three+ years of financial advice experience in Ireland.
• Strong understanding of personal financial planning (pensions, retirement, protection, savings, investments).
• Knowledge of regulatory and compliance requirements for financial advice in Ireland.
• Proven ability to manage client relationships and provide ongoing reviews.

Responsabilidades

• Conduct financial reviews and needs assessments for existing and prospective clients.
• Provide clear financial recommendations tailored to client circumstances and goals.
• Advise across pensions, retirement planning, protection, savings and investments.
• Manage an established client portfolio and adapt plans as circumstances change.
• Build lasting client relationships through regular reviews and proactive communication.
• Identify opportunities to meet wider financial planning needs and develop new relationships.
• Explain products and recommendations in clear language to enable informed decisions.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Collaborate with colleagues to deliver a high-quality client experience.
• Support business objectives while focusing on client outcomes.

Conocimientos

Client advisory

Pensions expertise

Regulatory compliance knowledge

Communication skills

Portfolio management

Educación

QFA qualification

Descripción del empleo

Morgan McKinley in Letterkenny, Co. Donegal, seeks an experienced Financial Adviser to manage an established client portfolio and deliver tailored financial planning solutions.

You will work with individuals, families and business owners, providing clear, practical advice for pensions, retirement planning, protection, savings and investments. The role emphasizes client relationships, professional integrity, and high-quality service within a collaborative team.