Senior Financial Advisor - Kilkenny

Engage People Recruitment; Kilkenny; Hybrid; EUR 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid working arrangements

Established client portfolio

Competitive commission structure

Job summary

Engage People Recruitment seeks a Senior Financial Advisor to manage an established client portfolio and grow the business. You will deliver high-quality financial advice, covering pensions, investments and wealth management, while building lasting client relationships.

You will operate with autonomy within a reputable Irish financial services organisation, supported by a strong brand and growth plans. Hybrid work is offered with clear progression opportunities.

Qualifications

• QFA qualification required or equivalent.
• Experience in financial advice or a closely related role.
• Strong understanding of pensions, investments and financial planning.
• Commercially minded, self-motivated and able to grow client base.

Responsibilities

• Manage and develop an existing client portfolio, delivering high-quality financial advice and ongoing support.
• Provide tailored financial planning solutions across pensions, investments, retirement planning and wealth management.
• Build long-term client relationships by understanding financial goals and recommending suitable solutions.
• Generate new business through referrals, networks and existing client relationships.
• Identify opportunities to increase assets under management and grow revenue.
• Maintain accurate client records and ensure all advice complies with regulatory requirements.
• Stay updated with market developments and regulatory changes.
• Support business development initiatives and contribute to team growth.

Skills

Client relationship management

Business development

Financial planning

Regulatory awareness

Education

QFA

Job description

Are you an experienced Financial Advisor looking for a role where you can earn well, develop your career and build on an established client portfolio? We're partnering with a highly reputable and growing financial services business in Ireland that offers an attractive combination of financial reward, autonomy and long-term career opportunities.

This is an excellent opportunity to join a recognised brand with ambitious growth plans, where your ability to build relationships and generate business will be rewarded through a highly competitive commission structure. You'll benefit from an existing client base, the opportunity to develop new business and the chance to progress as the organisation continues to expand.

The Role

As a Senior Financial Advisor, you'll work with an established portfolio of clients while identifying opportunities to grow your business and build lasting relationships.

You'll have the independence to manage your clients, supported by the resources and reputation of an established financial services organisation.

Key responsibilities include:

• Managing and developing an existing client portfolio, delivering high-quality financial advice and ongoing support.

• Providing tailored financial planning solutions across pensions, investments, retirement planning and wealth management.

• Building long-term client relationships by understanding their financial goals and recommending suitable solutions.

• Generating new business through referrals, professional networks and existing client relationships.

• Identifying opportunities to increase assets under management and grow revenue.

• Maintaining accurate client records and ensuring all advice meets relevant regulatory and compliance requirements.

• Keeping up to date with market developments, financial products and regulatory changes.

• Supporting business development initiatives and contributing to the wider team's growth.

Is this you?

• You hold a QFA and have experience in financial advice or a closely related role.

• You have a strong understanding of pensions, investments and financial planning, with a proven ability to manage client relationships and develop new business.

• You're commercially minded, self-motivated and enjoy building relationships, with the confidence to manage your own portfolio and identify opportunities for growth.

What's on offer

• €60,000 - €75,000 base salary, depending on experience.

• Highly competitive commission structure, offering strong earning potential.

• Good benefits package.

• Hybrid working arrangements.

• An established client portfolio to build upon.

• The backing of a reputable and recognised brand in the Irish financial services market.

• The opportunity to join a growing business with genuine scope for career progression.

• Autonomy to manage client relationships and develop your own business.

• Nationwide opportunities, with particular demand across the Southwest and Midlands.