Senior Financial Advisor

Fortis Recruitment; Dublin; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Base plus bonus and commission

DC pension

Death in service

Income protection cover

Exam sponsorship

Laptop

Phone

Expenses and free parking

Job summary

Fortis Recruitment is assisting an Irish-owned financial services firm to recruit an experienced advisor for their financial planning team. You’ll work with an existing client base, with admin support to focus on advice and new business.

The role offers broad coverage across retirement planning, investments, life, serious illness and income protection, with real scope to grow a substantial book over 4–5 years. Base plus bonus and exams are provided.

Qualifications

• 3–5+ years in life and pensions sales with a track record of hitting targets.
• Comfortable building through referrals and centres of influence, not solely inbound leads.
• Full driving licence and own car for duties across Dublin and surrounding counties.

Skills

Referrals & COI networking

Target-driven sales

Client advisory skills

Relationship building

Education

QFA

RPA

CFP or similar

Tools

Car ownership

Job description

The best advisors I speak to have usually outgrown where they are, not fallen out with it.

You’ve built a strong book, you hit your numbers every quarter, and you’re probably handing clients off to colleagues just to keep room for new business. The question is what the next ten years look like if nothing changes.

I’m working with an Irish-owned financial services firm who are looking for an experienced advisor to join their financial planning team. Decisions are made here in Ireland, and they’re building for the long term.

Why it’s worth a conversation:

• You start with an existing client base to service, not a blank spreadsheet and a phone
• Admin support, so your time goes on advice and new business rather than paperwork
• A broad client base across private sector, business owners and professionals, so you’re not tied to one niche or one sector’s pension scheme
• Full scope: retirement planning, investments, life, serious illness and income protection, with plenty of room for the higher-end planning work
• A clear runway to build a substantial book of your own over the next 4-5 years
• Base plus bonus and commission, DC pension, death in service and income protection cover, exams sponsored, laptop, phone, expenses and free parking

What they’re looking for:

• QFA essential. RPA, CFP or similar a real plus
• 3-5+ years in life and pensions sales, with a track record of hitting targets
• Someone comfortable building through referrals and centres of influence, not just inbound leads
• Full driving licence and your own car, as you’ll be covering Dublin and the surrounding counties

If you’ve built a strong book in a specialist or niche channel and want more scope, a wider client base, and proper backing to grow it, I’d be glad to have a confidential chat. No pressure, no hard sell.