Senior Financial Advisor

Fortis Recruitment; Leinster; On-site; EUR 60,000 - 80,000; Full time

Benefits offered by this job

Base salary €60k–€80k + bonus

Generous bonus structure

Full benefits package

Business-generated leads

Dedicated administration support

Job summary

Fortis Recruitment is partnering with an established financial planning business in Louth to recruit an experienced Financial Advisor. You will manage and grow an existing client portfolio, delivering advice across pensions, investments, protection and retirement planning, while building long-term relationships.

You will benefit from business-generated leads, dedicated admin support, and a generous bonus structure designed to reward successful growth and compliance adherence.

Qualifications

• Proven experience as a Financial Advisor.
• Focus on pensions, investments, protection, and retirement planning.

Responsibilities

• Manage and grow an existing client portfolio.
• Provide advice across pensions, investments, protection, and retirement planning.
• Conduct client reviews and identify new opportunities.
• Build long-term client relationships.
• Convert qualified leads into new business.
• Ensure all advice meets regulatory and compliance requirements.

Skills

Client relationship management

Business development

Commercial mindset

Regulatory compliance

Education

QFA qualification (CFP or progress towards advantageous)

Job description

We're working with a well-established financial planning business seeking an experienced Financial Advisor to join their team in Louth.

This opportunity comes with an existing portfolio of clients, ongoing new business leads, and dedicated administrative support, allowing you to focus on delivering advice and growing client relationships.

What's on Offer

• €60,000 - €80,000 base salary (flex above this for exceptional candidates)
• Generous bonus structure
• Full benefits package
• Business-generated leads
• Dedicated administration support

The Role

• Manage and grow an existing client portfolio
• Provide advice across pensions, investments, protection, and retirement planning
• Conduct client reviews and identify new opportunities
• Build long-term client relationships
• Convert qualified leads into new business
• Ensure all advice meets regulatory and compliance requirements

What We're Looking For

• QFA qualified (CFP or progressional towards advantageous)
• Proven experience as a Financial Advisor
• Strong relationship management and business development skills
• Experience advising on pensions, investments, and protection
• Commercially minded with a client-first approach

Why This?

This role offers a genuine platform for success from day one through an established client bank, regular lead flow, and strong internal support.

If you're looking for a high-quality advisory role with flexibility, support, and excellent earning potential, we'd love to hear from you.