Senior Financial Advisor - Limerick

Engage People Recruitment; Limerick; Hybrid; EUR 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Competitive commission

Career progression support

Job summary

Engage People Recruitment in Limerick seeks an experienced Financial Advisor to strengthen relationships, expand a client portfolio, and deliver holistic financial planning. You will advise on pensions, investments, retirement solutions and protection, while growing your personal client base.

Joining a collaborative brokerage, you’ll enjoy a hybrid work setup with a strong emphasis on professional growth and ongoing qualifications support, along with an attractive, performance-based commission

Qualifications

• QFA qualified, with a background in financial advisory or wealth planning and knowledge of pensions, investments, protection products and cashflow planning.
• Ability to manage client portfolios, recognise commercial opportunities and build new business relationships.
• Client-focused professional with strong interpersonal skills and collaboration.

Responsibilities

• Establish and nurture long-term client relationships through understanding financial circumstances and objectives.
• Develop tailored financial strategies including cashflow forecasting and planning.
• Provide guidance across pensions, investments, retirement solutions and protection products.
• Meet with clients regularly to review arrangements and propose adjustments.
• Generate new client opportunities through professional networks and referrals.
• Oversee your business development pipeline and deliver against revenue targets.
• Collaborate with colleagues to ensure a consistent, professional service.
• Maintain comprehensive client documentation and regulatory compliance.

Skills

Client relationship management

Financial planning

Pensions knowledge

Investments knowledge

Cashflow planning

Business development

Regulatory compliance

Education

QFA qualified

Tools

Financial planning software

Job description

Are you a qualified Financial Advisor seeking an opportunity to strengthen client relationships, expand your financial planning expertise and enjoy attractive rewards for your performance? An established and highly respected financial brokerage in Limerick is looking to welcome an experienced advisor to a business known for its personal approach and commitment to delivering exceptional client outcomes.

You'll join a knowledgeable, collaborative team within a successful brokerage that has built lasting relationships with its clients over many years. With a strong emphasis on professional growth, including encouragement and support for additional qualifications, this opportunity offers the chance to progress your career in an environment where your contribution is recognised and valued.

The Role

Working as a Financial Advisor, you'll support individuals, families and business clients in planning for their financial futures. You'll deliver tailored, holistic financial advice, manage and strengthen established client relationships, and actively pursue opportunities to develop your own client portfolio.

Your responsibilities will include:

• Establish and nurture long-term client relationships through a clear understanding of their financial circumstances and objectives.
• Develop tailored financial strategies incorporating cashflow forecasting and specialist financial planning software.
• Provide expert guidance across pensions, investment products, retirement solutions and financial protection.
• Meet with clients regularly to review their financial arrangements and recommend adjustments as their needs evolve.
• Generate new client opportunities through professional connections, introductions and referral networks.
• Oversee your business development pipeline and deliver against agreed revenue and performance objectives.
• Work closely with colleagues to ensure clients receive a consistent, professional and responsive service.
• Keep comprehensive client documentation and uphold the required standards of regulatory compliance.

Is this you?

• QFA qualified, with a background in financial advisory or wealth planning and solid knowledge of pensions, investments, protection products and cashflow planning.
• Confident in managing client portfolios, recognising commercial opportunities and developing new business relationships.
• A client-focused, ambitious professional with strong interpersonal skills, a collaborative approach and a commitment to providing excellent financial advice.

What's on offer

• Salary: €65,000-€80,000, depending on experience.
• Commission: Attractive performance-related commission offering excellent earning potential.
• Benefits: Competitive additional benefits package.
• Hybrid working: A flexible working arrangement combined with time in the Limerick office.
• Existing client portfolio: The opportunity to work with an established client base within a respected financial brokerage.
• Professional progression: Ongoing investment in your development, with encouragement and assistance towards further qualifications.
• Collaborative environment: Become part of an approachable, highly experienced team committed to sharing expertise and supporting one another.
• Diverse advisory work: Gain exposure to a wide variety of client circumstances and develop your capabilities across multiple areas of financial planning.