Financial Advisor

About the Role

A growing financial services advisory firm based in Dublin is seeking a Financial Planner to join their expanding team. This position offers a significant opportunity to impact the company's financial planning services, processes, and overall strategic direction during an exciting phase of growth.

Key Responsibilities

• Provide comprehensive, holistic financial planning advice tailored to client needs.
• Develop customized plans encompassing pensions, investments, and protection strategies.
• Engage with a stream of high-quality inbound digital leads from the firm's unique digital channels.
• Contribute to shaping and expanding the financial planning function as the business scales.

Candidate Profile

• Mandatory qualification: QFA (Qualified Financial Advisor); CFP (Certified Financial Planner) qualification is an advantage.
• Minimum of three years' experience in financial planning roles.
• Demonstrates confidence, commercial awareness, and a strong client-focused approach.
• Enthusiastic about startup dynamics and motivated to help build a strong team, brand, and successful business.