logo

Financial Planning Consultant

Job type:Permanent
Location:Dublin
Sector:Banking & Financial Services
Salary:€70000 - €80000 per annum + Commission
Consultant:Michael Gorman
Publish date:2/27/2025
Job ID:EPMJG240207_1740647838

We are partnering with a growing Financial Advisory firm based in Dublin City Centre. The firm has a track record of promoting from within. For some this has meant people management, for others it has meant working on increasingly stronger client accounts.

The firm has a first-class system and technology set-up resulting in reduced administration and higher-quality Financial Planning outputs. The firm's smart systems as well as their experienced and supportive management means there are significant learning opportunities for those looking to expand their skills. The company offer strong flexibility working just one day in their centrally located and modern offices and then four days from home.

The Role:

  • Identify and assess the financial needs of both new and existing clients
  • Deliver comprehensive advice that aligns with client's financial objectives
  • Communicate recommendations and solutions clearly
  • Collaborate with the paraplanning team to create customised financial strategies
  • Ensure compliance with regulatory standards
  • Develop new business opportunities in the Life, Investment, and Pensions sectors

The Candidate:

  • Minimum of 3 to 4 years experience in a similar role
  • QFA qualification
  • knowledge of Life, Pensions, and Investment products

What We Offer:

  • Competitive salary ranging from €70k to €80k
  • Strong commission structure
  • First-class systems and experienced management
  • 4 days work from home per week
  • Vibrant city centre location

If you're interested in joining a thriving financial advisory firm and taking your career to new heights, we want to hear from you!

Contact Michael Gorman directly or apply with your CV.

Meet Your Consultant
Michael Gorman