Financial Advisor

Job description

Job Title: Financial Advisor
Location: Remote (Ireland-based, preferably Dublin/Kildare area)
Employment Type: Full-Time

Summary

An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning.

This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland.

Responsibilities

• Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients

• Manage an existing book of business while proactively identifying new business opportunities

• Conduct in-depth fact-finds and financial reviews to establish individual client needs

• Provide clear, structured recommendations supported by risk assessments and financial analysis

• Ensure consistent adherence to regulatory obligations and industry compliance standards

• Work collaboratively with internal support staff and maintain regular client engagement

• Assist in the structuring of inheritance plans and group pension schemes where relevant

• Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning

Skills and Experience

• Minimum qualification of QFA is required; CFP accreditation is a distinct advantage

• At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm

• Strong working knowledge across Life, Pensions, Investments, and Protection planning

• Demonstrated experience in group schemes and business protection is beneficial

• Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients

• Self-starter with the ability to manage time independently and work remotely with minimal oversight

• Proficient in conducting financial reviews and writing client reports

• Full, clean driver’s licence

Benefits:

• Competitive base salary depending on experience

• Pension & Health insurance

• Performance-driven bonus and commission scheme

• Flexible, remote work setup

• Comprehensive benefits package

• Ongoing training and career development support