Senior Financial Advisor

Morgan McKinley; Dublin; On-site; EUR 50,000 - 70,000; Full time

Job summary

Morgan McKinley is seeking an experienced Financial Advisor to manage an established client portfolio, deliver expert financial guidance, and help drive business growth from our Dublin area office.

The role focuses on advising clients on investments, pensions and life products, growing the portfolio and generating new business opportunities while maintaining regulatory compliance and high service standards.

Qualifications

• Minimum of 4 years' experience in investments, pensions, and financial planning.

Responsibilities

• Manage client relationships from initial consultation to ongoing reviews.
• Provide tailored financial advice and prepare suitability reports.
• Maintain and grow an existing portfolio while identifying cross-selling opportunities.
• Ensure all advice meets regulatory and compliance standards.
• Build long-term client relationships through excellent service.
• Maintain accurate CRM records and support advisory processes.
• Collaborate with colleagues to improve reporting, client experience and processes.
• Contribute to business growth and continuous improvement initiatives.

Skills

Investments

Pensions

Financial planning

Relationship management

Regulatory knowledge

Portfolio growth

Communication

Tools

CRM systems

Suitability reports

Job description

Our client is seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a commercially minded professional to manage an established client portfolio, deliver expert financial advice, and help drive business growth.

Key Requirements

• Minimum of 4 years' experience in investments, pensions, and financial planning.
• Strong experience advising clients on life and pension products.
• Proven ability to manage and grow an existing client portfolio.
• Commercially focused with a track record of generating new business opportunities.
• Experience mentoring or supporting junior team members is desirable.
• Strong relationship management, communication, and organisational skills.
• High attention to detail and knowledge of regulatory and compliance requirements.

Key Responsibilities

• Manage client relationships from initial consultation through to ongoing reviews.
• Provide tailored financial advice and prepare suitability reports.
• Maintain and grow an existing portfolio while identifying cross-selling opportunities.
• Ensure all advice meets regulatory and compliance standards.
• Build long-term client relationships through excellent service.
• Maintain accurate CRM records and support consistent advisory processes.
• Collaborate with colleagues to improve reporting, client experience, and business processes.
• Contribute to business growth and continuous improvement initiatives.