Senior Financial Advisor (Waterford | Hybrid)

Fortis Recruitment; Munster; On-site; 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

Senior Financial Advisor (Waterford | Hybrid)

We're working with a well-established financial planning business seeking an experienced Financial Advisor to join their team in Waterford.

This opportunity comes with an existing portfolio of clients, ongoing new business leads, and dedicated administrative support, allowing you to focus on delivering advice and growing client relationships.

What's on Offer

• €60,000 - €80,000 base salary (flex above this for exceptional candidates)
• Generous bonus structure
• Full benefits package
• Existing client portfolio provided
• Business-generated leadsDedicated administration support
• Flexible Hybrid working model

The Role

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

What We're Looking For

• QFA qualified (CFP or progressional towards advantageous)
• Proven experience as a Financial Advisor
• Strong relationship management and business development skillsExperience advising on pensions, investments, and protection
• Commercially minded with a client-first approach

Why This?

This role offers a genuine platform for success from day one through an established client bank, regular lead flow, and strong internal support.

If you're looking for a high-quality advisory role with flexibility, support, and excellent earning potential, we'd love to hear from you.