Financial Advisor - Pensions

Morgan McKinley

  • Limerick
  • Permanent
  • Full-time
  • 1 month ago
Are you a qualified pensions professional with a strong track record in sales and client engagement? We're currently recruiting for two experienced Pensions Advisors to join a well-established financial services firm with offices in both Limerick and Ennis.These roles are ideal for ambitious professionals who thrive in a client-facing environment and are passionate about helping individuals secure their financial futures. The successful candidates will join a supportive team with strong leadership, excellent infrastructure, and a loyal client base.The Role
  • Provide expert advice to clients on pension planning, retirement options, and long-term financial security
  • Manage and develop a portfolio of individual and corporate pension clients
  • Identify opportunities to upsell and cross-sell relevant financial products
  • Stay up to date with the latest pension legislation and regulatory changes
  • Build strong, long-term client relationships through regular engagement and proactive service
  • Ensure all activity complies with Central Bank requirements and internal compliance procedures
What You'll Need
  • A QFA qualification (Qualified Financial Adviser) - essential
  • At least 2 years' experience selling pensions (not just pension administration)
  • Proven ability to build rapport and maintain long-term client relationships
  • Strong commercial awareness and ability to spot growth opportunities
  • Excellent communication and organisational skills
  • A full clean driver's licence

Morgan McKinley