Senior Financial Advisor

Morgan McKinley; Dublin; On-site; EUR 60,000 - 90,000; Full time

Job summary

Morgan McKinley is partnering with a leading financial services firm to recruit an experienced Financial Advisor to deliver high-level wealth management and strategic advice. The role focuses on investment products, pension planning, and protection solutions within a compliance-driven environment.

The successful candidate will build long-term client relationships, review portfolios, identify growth opportunities, and ensure best-practice standards while meeting revenue targets.

Qualifications

• 3+ years in financial advisory or wealth management is required.
• Deep knowledge of investment products, pension planning, and protection products.
• Strong understanding of regulatory requirements and AML procedures.
• Excellent interpersonal skills and ability to simplify financial concepts for clients.
• Self-starter, highly organized, analytical, and able to work calmly under pressure to meet revenue targets.

Responsibilities

• Build and maintain long-term, trusted partnerships through regular communication, portfolio reviews, and performance updates.
• Grow the life, pension, and investment portfolio by managing the existing client base and proactively identifying new business opportunities.
• Conduct in-depth financial assessments to provide professional recommendations tailored to client goals, tax strategies, and estate planning.
• Oversee the entire business lifecycle, from onboarding and pipeline management to processing applications and renewals.
• Ensure all files meet current regulatory and AML standards while staying updated on market trends and economic shifts.

Skills

3+ years experience

Investment products

Pension planning

Protection products

Regulatory & AML

Interpersonal skills

Organized & analytical

Job description

We are partnering with a leading financial services firm to recruit an experienced, client-centered Financial Advisor. This is a pivotal role within an established team, requiring expert knowledge of investment products, pension planning, and protection solutions. The successful candidate will be responsible for delivering high-level wealth management, providing strategic advice, and fostering long-term client relationships.

The ideal candidate is a proactive professional who thrives in a fast-paced environment and balances a target-driven mindset with a commitment to the highest standards of compliance and "best advice" principles.

Skills

• Minimum of 3+ years in financial advisory or wealth management.
• Deep knowledge of investment products, pension planning (Personal, Executive, and Group), and protection products.
• A strong understanding of current regulatory requirements and AML procedures.
• Exceptional interpersonal skills with the ability to simplify complex financial concepts for clients.
• A self-starter who is highly organised, analytical, and capable of working calmly under pressure to meet revenue targets.

Responsibilities

• Build and maintain long-term, trusted partnerships through regular communication, portfolio reviews, and performance updates.
• Grow the life, pension, and investment portfolio by managing the existing client base and proactively identifying new business opportunities.
• Conduct in-depth financial assessments to provide professional recommendations tailored to client goals, tax strategies, and estate planning.
• Oversee the entire business lifecycle, from onboarding and pipeline management to processing applications and renewals.
• Ensure all files meet current regulatory and AML standards while staying updated on market trends and economic shifts.