Financial Advisor

Financial Advisor - Life & PensionsWexford/ HybridAttractive Salary + Uncapped Bonus + BenefitsPlease note: Only candidates who hold a recognised financial planning qualification such as QFA or CFP will be considered.

This is an opportunity to join a long-established and highly respected financial services organisation with a strong local presence in the Wexford region. Working closely with the local management team, you will play a key role in delivering tailored financial planning solutions to both new and existing customers.

This position will suit a commercially driven and customer-focused advisor who enjoys building long-term relationships, identifying client needs through detailed fact-finding, and delivering high-quality advice across life, pensions and investment products.

The Role

• Achieve revenue and business targets across life assurance, pensions and investment products
• Conduct comprehensive financial fact-finds to identify and prioritise customers’ financial planning needs
• Provide clear, compliant and professional advice aligned with regulatory and company standards
• Develop and maintain strong internal relationships with branch staff and management
• Proactively build external relationships to generate new business opportunities
• Operate in line with defined quality standards, processes and compliance requirements
• Manage your pipeline effectively, prioritising activities to maximise results
• Take ownership of your ongoing professional development and technical knowledge

What We’re Looking For

• QFA, CFP or equivalent financial planning qualification
• Proven ability to identify client needs and provide suitable recommendations across Investment, Life and Pensions
• Previous sales experience dealing directly with clients or intermediaries
• Strong relationship-building and communication skills
• Highly organised with the ability to manage competing priorities
• Self-motivated with strong drive for results
• Proficiency in MS Office and experience using electronic point of sale or administration systems

What’s on Offer?

• Attractive base salary with performance-related bonus structure (uncapped)
• Established local office with strong walk-in client activity
• Supportive management environment with clear performance expectations
• Ongoing CPD and professional development support
• Long-term career progression within a stable and growing organisation

If you would like to discuss this opportunity or explore whether it could be the right move for you, please apply directly or get in touch with Marty Caskey at Abrivia Recruitment.