Senior Financial Advisor

Engage People Recruitment; Dublin; Presencial; EUR 40.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonus

Underground parking

Descripción de la vacante

Engage People Recruitment in Ireland seeks a Senior Financial Advisor for a growing financial advisory firm at the Sandyford head office. You will own an existing professional client book and deliver high-quality advice, becoming a trusted ambassador who strengthens client outcomes and the firm’s reputation.

This non-hybrid, field‑based role reports to the principal within a compact advisory team, with access to research support, compliance framework and underground parking.

Formación

• Fully QFA qualified, plus a third-level degree.
• Minimum 5 years' financial advisory experience, preferably with high-net-worth professional clients.
• Proven ability to service, retain and grow an existing client book while originating new business.
• Deep technical knowledge of Irish pension products, tax treatment, investment markets and risk/return dynamics.
• Strong relationship, presentation and organisational skills, along with a full Irish driving licence.
• Demonstrable understanding of MiFID conduct-of-business rules and the Consumer Protection Code 2012.

Responsabilidades

• Within 90 days, complete a full review of the assigned client book, identify gaps in income protection, pensions and investments, and present tailored recommendations that clients accept and implement.
• Grow assets under advice and new business from the existing book by a minimum of 20% in year one through proactive reviews, referrals and cross‑selling of pensions, investments and protection solutions.
• Acquire and onboard at least 15 new high-net-worth professional clients per year via internal introductions, professional networks and field meetings, converting them into long-term advisory relationships.
• Deliver 100% compliant advice under MiFID and the Consumer Protection Code 2012, with zero material regulatory issues and complete, accurate documentation on every file.
• Achieve or exceed agreed individual and team production targets while maintaining client satisfaction scores that support retention above 95%.
• Act as a visible ambassador, representing the firm at professional events and contributing to brand‑building activity that generates qualified introductions.

Conocimientos

Relationship management

Presentations

Organisational skills

MiFID knowledge

Driving licence

Educación

QFA qualification

Third-level degree

Descripción del empleo

A growing financial advisory firm helps medical consultants, dentists, GPs, physiotherapists, vets and surveyors protect their income, grow their wealth and retire with confidence. As the business expands from its Sandyford office, this Senior Financial Advisor will take ownership of an existing professional client book, deliver high-quality advice and become a trusted ambassador who strengthens both client outcomes and the firm's reputation in the marketplace.

Performance Objectives

• Within 90 days, complete a full review of the assigned client book, identify gaps in income protection, pensions and investments, and present tailored recommendations that clients accept and implement.
• Grow assets under advice and new business from the existing book by a minimum of 20% in year one through proactive reviews, referrals and cross‑selling of pensions, investments and protection solutions.
• Acquire and onboard at least 15 new high-net-worth professional clients per year via internal introductions, professional networks and field meetings, converting them into long-term advisory relationships.
• Deliver 100% compliant advice under MiFID and the Consumer Protection Code 2012, with zero material regulatory issues and complete, accurate documentation on every file.
• Achieve or exceed agreed individual and team production targets while maintaining client satisfaction scores that support retention above 95%.
• Act as a visible ambassador, representing the firm at professional events and contributing to brand‑building activity that generates qualified introductions.

Environment & Resources

You will report to the principal and work as part of a compact, growing advisory team based at the firm's Sandyford head office. This is a non-hybrid position involving field visits. You will have access to an established professional client book, product research support, a compliance framework and underground parking. Performance bonuses apply.

Essential Qualifications

• Fully QFA qualified, plus a third-level degree.
• Minimum 5 years' financial advisory experience, preferably with high-net-worth professional clients.
• Proven ability to service, retain and grow an existing client book while originating new business.
• Deep technical knowledge of Irish pension products, tax treatment, investment markets and risk/return dynamics.
• Strong relationship, presentation and organisational skills, along with a full Irish driving licence.
• Demonstrable understanding of MiFID conduct-of-business rules and the Consumer Protection Code 2012.

Role Selling Points

• Work exclusively with high‑calibre professionals who value quality advice and long‑term relationships.
• Join a boutique, owner‑led firm that is scaling and offers genuine influence over client outcomes and brand development.
• Competitive OTE (€40k-€150k), plus performance bonus and underground parking in Sandyford.
• Clear path to grow both your client book and your standing as a recognised specialist in the medical and professional services market.