Associate Financial Advisor, Kilkenny
Associate Financial Advisor, Kilkenny
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Kilkenny, Ireland
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Last edited: less than a month ago
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Description
Associate Advisor– Financial Planning South Leinster
We are partnering with a well-established and growing professional services firm to recruit an Associate Advisor to join their Financial Planning team.
This is an excellent opportunity for a motivated financial services professional to work closely with Partners and specialist teams, delivering high-quality advice and long-term financial planning solutions to a diverse client base. With offices across the country, you'll be based in the one most convenient to your location.
Key Responsibilities
Provide tailored financial planning advice across pensions, investments, protection, and savings
Develop and manage relationships with both new and existing clients
Support business development initiatives and contribute to growing the client portfolio
Work closely with senior advisors and local teams to assess and respond to client needs
Maintain a high standard of compliance and regulatory adherence
Contribute to the ongoing development and success of the financial planning team
Required
QFA qualified (essential)
Minimum 2+ years’ experience in financial services, with a focus on client-facing advisory
Strong understanding of financial planning products and regulatory requirements
Excellent communication and interpersonal skills
Client-focused with a strong service ethic
Commercially aware with an interest in business development
Proactive, motivated, and keen to develop professionally
A collaborative team player with high levels of integrity
Why Join?
Join a collaborative, high-performing and values-driven team
Work in a supportive environment that encourages learning and development
Access clear opportunities for career progression and growth
Benefit from flexible working arrangements and a strong work-life balance
Participate in regular social, wellness, and team initiatives
Be part of a firm with a strong reputation and ambitious growth plans
#J-18808-Ljbffr
We are partnering with a well-established and growing professional services firm to recruit an Associate Advisor to join their Financial Planning team.
This is an excellent opportunity for a motivated financial services professional to work closely with Partners and specialist teams, delivering high-quality advice and long-term financial planning solutions to a diverse client base. With offices across the country, you'll be based in the one most convenient to your location.
Key Responsibilities
Provide tailored financial planning advice across pensions, investments, protection, and savings
Develop and manage relationships with both new and existing clients
Support business development initiatives and contribute to growing the client portfolio
Work closely with senior advisors and local teams to assess and respond to client needs
Maintain a high standard of compliance and regulatory adherence
Contribute to the ongoing development and success of the financial planning team
Required
QFA qualified (essential)
Minimum 2+ years’ experience in financial services, with a focus on client-facing advisory
Strong understanding of financial planning products and regulatory requirements
Excellent communication and interpersonal skills
Client-focused with a strong service ethic
Commercially aware with an interest in business development
Proactive, motivated, and keen to develop professionally
A collaborative team player with high levels of integrity
Why Join?
Join a collaborative, high-performing and values-driven team
Work in a supportive environment that encourages learning and development
Access clear opportunities for career progression and growth
Benefit from flexible working arrangements and a strong work-life balance
Participate in regular social, wellness, and team initiatives
Be part of a firm with a strong reputation and ambitious growth plans
#J-18808-Ljbffr
Highlights
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Company nameForce
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Job positionAssociate Financial Advisor
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