Senior Financial Advisor

Senior Financial Advisor | Cork

My client, a dynamic and progressive Financial Advisory firm in Cork, is seeking an experienced Senior Financial Advisor to join their growing team.

In this role, you will manage an established portfolio, deliver comprehensive advice across savings, investments, and pensions, and build long-term client relationships within a highly collaborative environment.

Key Responsibilities

• Deliver tailored advice across savings, investments, retirement planning, and protection.
• Manage and grow an existing client portfolio through proactive relationship management.
• Conduct detailed financial reviews and design strategies aligned with client goals.
• Maintain strict adherence to compliance and regulatory standards.
• Collaborate with internal administration and paraplanning teams.

Requirements

• QFA designation is essential.
• 5+ years’ experience in a financial advisory or planning role.
• Strong knowledge of pensions, investments, and tax-efficient strategies.
• Excellent communication, relationship-building, and organizational skills.

What’s on Offer

• Competitive base salary + performance bonus.
• Pension contribution and additional benefits.
• Access to an existing client base and strong marketing support.
• Clear career progression in a supportive, ambitious culture.