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Financial Advisor

Cpl

Dublin, County Dublin, Ireland Permanent May 26, 2026
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Vacancy Description

My client, a well-established Financial Services Broker based in the city centre are now looking to add a Financial Advisor to the team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. This person will be keen for career growth and be looking for a company that can provide a long-term career path.

Your Responsibilities:

  • Meeting with existing and new clients via teams/face to face and going through the financial planning process
  • Identify needs and opportunities for new business through the implementation phase
  • Annual client reviews
  • Getting the referrals from clients by doing great work for them
  • Responding to client communications in a timely manner

    • Your Experience & Skills:

  • Min. QFA qualified.
  • 2-3 year’s experience in a similar role.
  • Strong sales experience
  • Excellent writing and communication abilities and be a strong team ...

    • Ready to Apply?

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    Vacancy Details

    Location Dublin, County Dublin
    Country Ireland
    Type Permanent
    Category Financial Specialists
    Posted May 26, 2026

    About Cpl

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    Cpl

    Dublin, Ireland

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