Financial Adviser | Values-Led Business
This is an opportunity to join a growing and well-established financial planning business that puts client outcomes at the centre of everything it does. The culture is built around delivering quality advice and building long-term relationships rather than chasing sales targets.
You’ll work in a supportive, advice-led environment, helping clients navigate important financial decisions across pensions, investments, protection and retirement planning. The focus is on providing a high level of service and becoming a trusted adviser to your clients over the long term.
It’s an exciting time to join the business. Recent investment has seen the company move into new offices, supported by the backing of a larger UK operation. You’ll also benefit from experienced leadership, ongoing coaching and mentoring, and genuine support for further qualifications and professional development.
Key Responsibilities
* Meet with clients to understand their financial goals, personal circumstances and future plans.
* Provide tailored advice across pensions, investments, protection and retirement planning.
* Conduct detailed financial reviews and develop appropriate recommendations.
* Prepare comprehensive client reports and suitability documentation.
* Deliver a professional and personalised client experience throughout the advice process.
* Maintain strong relationships with existing clients while helping to grow the client base.
* Ensure all work is completed in line with regulatory and compliance requirements.
* Support colleagues across the business through knowledge sharing, coaching and collaboration.
Is this you?
* Qualified Financial Adviser with experience providing advice on pensions, investments and protection products.
* Strong understanding of financial planning principles, taxation and retirement solutions.
* Excellent communication skills with a client-focused and professional approach.
What’s on offer
* Salary of €45,000 to €55,000.
* Competitive uncapped commission structure.
* Hybrid working model.
* Comprehensive benefits package.
* Support towards professional qualifications and further studies.
* Ongoing coaching and mentoring from an experienced leadership team.
* Opportunity to join a business focused on quality advice rather than aggressive sales targets.
* Modern office environment and clear growth opportunities as the business continues to expand.
How to apply
For a confidential discussion about this opportunity, contact Michael Gorman or apply with your CV below.
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