Senior Financial Adviser – Private Clients

Location: Sandyford, Dublin
Working Pattern: Full-time, 5 days per week in the office
Salary: €60,000 – €90,000 depending on experience, plus commission, bonus and benefits

About the Firm

Our client is a specialist, highly regarded financial planning and wealth management firm with a strong reputation for providing tailored financial advice to a discerning private client base.

The firm operates within a niche market, working predominantly with successful professionals and high-net-worth individuals who require sophisticated, long-term financial planning and protection advice.

Due to continued growth, they are now looking to appoint an experienced Senior Financial Adviser to join their team in Sandyford.

The Role

This is an opportunity for an experienced financial adviser to take responsibility for developing and managing relationships with a high-quality private client base.

The initial focus of the role will be on Income Protection and protection planning, before progressing into broader regulated financial planning across areas including:

• Pensions and retirement planning
• Investments
• Life and serious illness protection
• Wealth management
• Savings and investment planning
• Financial planning and long-term wealth strategies
• Other regulated financial products appropriate to client needs

You will work closely with clients to understand their financial circumstances, career position, personal objectives and long-term ambitions, providing clear and commercially focused advice tailored to their individual requirements.

The Client Base

The firm has developed a particularly strong reputation within a specialist professional market, with a significant proportion of its clients coming from medical and professional backgrounds.

Clients may include:

• Doctors and GPs
• Dentists
• Pharmacists
• Medical professionals
• Senior professionals and business owners
• High-earning private clients

This is a relationship-led environment where trust, credibility and professionalism are fundamental to success.

Key Responsibilities

• Manage and develop relationships with an established private client base
• Conduct detailed fact-finds and financial needs analysis
• Advise clients initially across Income Protection and protection products
• Identify wider financial planning opportunities based on genuine client needs
• Provide advice across pensions, investments and broader wealth management solutions
• Build long-term relationships with clients rather than focusing on transactional sales
• Maintain a high standard of regulatory and compliance practice
• Develop referrals and opportunities within an established professional network
• Work closely with the wider advisory and support team to deliver an excellent client experience
• Maintain accurate and compliant client records and documentation
• Contribute to the continued growth and development of the firm’s private client proposition

About You

We are looking for an experienced and ambitious financial adviser who combines strong technical knowledge with excellent relationship-building and communication skills.

You will ideally have:

• QFA qualification
• Proven experience working as a Financial Adviser / Financial Planner
• Strong knowledge of Income Protection and protection products
• Experience advising on pensions, investments and other regulated products
• A proven ability to develop trusted client relationships
• Strong commercial awareness and an ability to identify appropriate opportunities
• Excellent communication and presentation skills
• A polished and professional approach when dealing with senior private clients
• Strong attention to detail and commitment to regulatory standards
• The drive and ambition to build a long-term career within a specialist financial planning environment

What’s on Offer

• €60,000 – €90,000 basic salary, depending on experience
• Attractive commission and bonus structure
• Opportunity to work with a high-quality private client base
• Established specialist market and strong referral opportunities
• Exposure to broader wealth management and financial planning
• Supportive professional environment
• Opportunity to develop your career within a growing specialist firm
• Sandyford location
• Monday to Friday, office-based

The Opportunity

This is an excellent opportunity for an experienced Financial Adviser who wants to work within a specialist private client environment, where the quality of the client relationships is as important as the commercial opportunity.

The successful candidate will have the opportunity to develop relationships with some of Ireland’s most successful professionals while expanding their involvement across protection, pensions, investments and wider wealth management.