Financial Advisors – Monaghan, Donegal

Clark Recruitment View all jobs

  • Monaghan Donegal
  • Permanent
  • Full-time
  • 15 days ago
Financial Advisors – Monaghan, DonegalOur client is a well-established advisory firm providing high-quality, relationship-led financial advice to individuals and owner-managed businesses. This role offers a long-term opportunity within a collaborative, professional, and growth-focused environment. You will work closely with experienced colleagues while developing trusted, long-term client relationships and contributing to sustainable business growth.Key Responsibilities
  • Provide financial advice across life assurance, pensions, investments, and savings
  • Develop and manage long-term client relationships, acting as a trusted advisor
  • Grow new business while servicing an existing portfolio of clients
  • Work collaboratively with senior advisory colleagues to assess client needs and objectives
  • Deliver tailored financial strategies aligned to client goals and regulatory standards
  • Participate in business development initiatives and high-impact advisory projects
Desired Experience & Qualifications
  • QFA qualification (essential)
  • Minimum of 3 years' experience providing financial advice within the financial services sector
  • Strong client service ethic with a relationship-led approach
  • Excellent communication and interpersonal skills
  • Commercially aware with a proactive, growth-oriented mindset
  • Professional, approachable, and collaborative in working style
  • Motivated to build a long-term career within a values-driven organisation
Why Choose Clark?
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