Senior Financial Advisor - Hybrid with Client Portfolio

Fortis Recruitment; Munster; Hybrid; EUR 60,000 - 80,000; Full time

Benefits offered by this job

Generous bonus structure

Full benefits package

Existing client portfolio

Dedicated administration support

Job summary

Fortis Recruitment is seeking a Senior Financial Advisor in Waterford with a hybrid work model. This role comes with an established client portfolio and strong administrative support to enhance your client relationships and advice delivery.

The ideal candidate will be QFA qualified with proven experience in financial advising, focusing on pensions, investments, and protection. This position offers an attractive salary range of €60,000 - €80,000, plus a generous bonus structure and full benefits package.

Qualifications

• Proven experience as a Financial Advisor.
• Strong relationship management and business development skills.
• Experience advising on pensions, investments, and protection.

Responsibilities

• Manage and grow an existing client portfolio.
• Provide advice across pensions, investments, and protection.
• 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

Financial regulations compliance

Education

QFA qualified (CFP or progressional towards)

Job description

Fortis Recruitment is seeking a Senior Financial Advisor in Waterford with a hybrid work model. This role comes with an established client portfolio and strong administrative support to enhance your client relationships and advice delivery.

The ideal candidate will be QFA qualified with proven experience in financial advising, focusing on pensions, investments, and protection. This position offers an attractive salary range of €60,000 - €80,000, plus a generous bonus structure and full benefits package.