Senior Financial Advisor

360 Search; South Dublin; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

360 Search partners with a premier financial advisory firm in South County Dublin. The Senior Financial Advisor will deliver personalized planning, retirement guidance, and investment strategies for individuals, families, and businesses.

The role blends in-office and remote work to support flexible client engagement. You will assess client objectives, develop tailored solutions, and stay informed on regulatory changes to help clients achieve their financial goals with integrity and clear

Qualifications

• Proven ability to deliver comprehensive financial planning and advisory services.
• Experience in brokerage, life company or similar settings is preferred.
• Strong knowledge of finance concepts and investment strategies.
• Understanding retirement planning and pension schemes.
• Excellent communication and problem-solving abilities.
• Focus on building lasting client relationships with integrity.

Responsibilities

• Provide expert financial planning and retirement guidance to clients.
• 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 relationship management

Communication skills

Analytical skills

Education

Degree in Finance or Economics

QFA or CFP desirable

Tools

CRM software

Financial planning tools

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