Senior Financial Advisor

360 Search; South Dublin; Hybrid; EUR 65,000 - 95,000; Full time

Job summary

360 Search is partnering with a premier financial advisory firm in South County Dublin. This full-time hybrid Senior Financial Advisor role involves supporting clients with financial planning, retirement strategies, investments, and insurance needs.

You will assess client objectives, tailor financial solutions, and stay abreast of regulatory changes to ensure compliant, trusted guidance. The ideal candidate brings extensive advisory experience in Brokerage or Life Company settings, strong

Qualifications

• Proficiency in Financial Planning and Financial Advisory services.
• Direct and extensive experience in a Financial Advisory position in Brokerage, Life Company or similar.
• Strong knowledge of Finance concepts, Financial Products & Investment strategies.
• Experience in Retirement Planning and understanding of pension schemes.
• Excellent communication, analytical, and problem-solving skills.
• Customer-focused approach with the ability to build lasting client relationships.
• Relevant qualifications such as a degree in Finance, Economics, or related field, and certifications such as QFA or CFP are highly desirable.
• Proven experience in providing financial solutions tailored to clients’ specific needs.

Responsibilities

• Provide expert financial planning and guidance to clients.
• Advise on retirement plans, investments, and insurance needs.
• Assess client objectives and develop tailored financial solutions.
• Stay updated with financial regulations and market trends.
• Maintain strong client relationships and deliver exceptional service.

Skills

Financial Planning

Client Advisory

Communication

Analytical Thinking

Relationship Building

Education

Finance/Economics degree

QFA or CFP desirable

Job description

360 Search are partnering with a premier financial advisory firm located in South Co. Dublin. The firm specialise in offering personalized services across areas, including employee benefits, mortgages, life insurance, pensions, and investments. Their mission is to educate and empower clients to make informed financial decisions while delivering expert guidance with integrity and transparency. Through a detailed and tailored approach, their experienced Financial Advisors assist individuals, families, and businesses in achieving their unique financial goals. Supporting clients at every stage of their financial journeys.

Role Description

This is a full-time hybrid role for a Senior Financial Advisor. Offering flexibility with a combination of in-office and remote work arrangements. The Senior Financial Advisor will be responsible for providing expert financial planning, guiding clients on retirement plans, investment strategies, and insurance needs. Key activities include assessing individual client objectives, developing tailored financial solutions, and staying updated with financial regulations and market trends. The role requires maintaining strong relationships with clients, delivering exceptional service, and ensuring their financial goals are met effectively.

Qualifications & Experience

• Proficiency in Financial Planning and Financial Advisory services
• Direct and extensive experience in a Financial Advisory position gained in a Brokerage, Life Company or similar
• Strong knowledge of Finance concepts, Financial Products & Investment strategies
• Experience in Retirement Planning and understanding of pension schemes
• Excellent communication, analytical, and problem-solving skills
• Customer-focused approach with the ability to build lasting client relationships
• Relevant qualifications, such as a degree in Finance, Economics, or a related field, and certifications such as QFA (Qualified Financial Adviser) or CFP (Certified Financial Planner), are highly desirable
• Proven experience in providing financial solutions tailored to clients’ specific needs