Senior Financial Advisor - Remote

A leading and fast-growing financial advisory firm is continuing to expand its remote advisory team and is seeking an experienced Senior Financial Planner to join the organisation. With a strong national profile and an excellent reputation for client acquisition, the business provides advisers with a consistent pipeline of high-quality client opportunities allowing you to focus on advice delivery rather than business development.

Known for its progressive culture, investment in technology, and attractive earnings potential, the firm offers a fully remote working model supported by a modern, well-integrated planning platform. Continued growth across the organisation also creates genuine opportunities for progression, whether that's deepening technical expertise, broadening responsibilities, or moving into new areas of the business as it scales.

Key Duties

• Provide tailored, compliant financial planning advice across pensions, investments, protection, and long-term wealth strategies

• Maintain and further develop an existing portfolio of clients through proactive engagement and high-quality service delivery

• Identify and secure new business opportunities through referrals, networking, and internal relationships

• Conduct detailed financial reviews and develop personalised strategies aligned with client's goals and objectives

• Maintain accurate client documentation and ensure recommendations meet regulatory and compliance requirements

• Keep up to date with legislative, regulatory, and market developments to ensure advice remains current and effective

• Support wider business growth initiatives, contributing to asset growth and revenue development

• Collaborate with colleagues and, where appropriate, provide guidance and mentorship to less experienced team members

About You

• Strong background in financial planning or wealth management with a proven ability to manage and grow client relationships

• Commercially astute with a natural ability to recognise and convert new opportunities

• Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts

• Highly organised with strong attention to detail and compliance awareness

• Client-focused approach with a passion for building long-term trusted relationships

• Comfortable working independently in a fully remote environment while remaining a collaborative team contributor

• Qualified Financial Adviser (QFA) essential; Certified Financial Planner (CFP) or equivalent is advantageous

• Strong understanding of regulatory frameworks governing financial advice

• Experience using financial planning and CRM systems

Package

• Base Salary: €60,000 to €80,000 plus highly competitive commission structure

Benefits & Development

• Fully remote working model offering excellent work-life balance

• Access to an established client portfolio and ongoing lead generation support

• Strong administrative and paraplanning support to maximise client-facing time

• Continuous professional development, training, and career progression opportunities

• Work within a respected and expanding advisory firm with a strong reputation in the market

• Opportunity to play a key role in the continued growth and development of the advisory team

• Supportive, collaborative, and high-performing company culture

Interested?

For more information, contact Michael Gorman or submit your CV to apply.