Financial Advisor

Morgan McKinley

  • Dublin
  • Permanent
  • Full-time
  • 1 month ago
Financial Advisor - QFA | Permanent | Dublin / Hybrid
Salary: DOE + Commission + Excellent BenefitsOverview:
Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. The role offers excellent hybrid working flexibility and the autonomy to grow your own book of business, with strong support provided.Key Responsibilities:
  • Deliver comprehensive financial advice across protection, savings & investments, pensions, and retirement planning.
  • Conduct thorough fact-finds and assess clients' financial circumstances and risk profiles.
  • Develop new business through commercial initiatives, lead generation, networking, and referrals.
  • Build and maintain long-lasting client relationships based on trust, transparency, and results.
  • Ensure full adherence to internal policies and industry compliance standards.
  • Utilise cashflow modelling tools (e.g., CashCalc) to support client planning and projections.
  • Work towards agreed targets while maintaining the highest service standards.
Key Requirements:
  • QFA qualification is essential; CFP qualification is an advantage.
  • Proven experience as a Financial Advisor or Planner in the Irish market (broker experience desirable).
  • Strong understanding of Life, Pensions, and Investment products.
  • In-depth knowledge of Irish pension legislation and financial regulations.
  • Excellent communication and interpersonal skills.
  • A self-starter with a proactive attitude and a commercial mindset.
  • Track record of meeting or exceeding performance targets.
  • Experience with financial planning software, especially cashflow modelling tools.
Why Apply?
  • Flexible hybrid work model.
  • Strong internal support for new business generation.
  • Collaborative, professional, and dynamic environment.
  • Clear pathways for progression and development.
  • Attractive compensation and benefits package.

Morgan McKinley

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