Pension Financial Advisor Letterkenny


Pension Financial Advisor Letterkenny


Due to our continued expansion and future plans, we want to expand our team and are looking for ‘Financial Advisors’ to join our Letterkenny team on a full-time, permanent basis.
This role can also be known as a Financial Consultant, or Financial Planner.
This is a fantastic opportunity for a Financial Advisor to join a friendly and progressive Financial Advisory company in beautiful Donegal.

The Financial Advisor will be an integral part of the advisory team who provides individuals and companies with the highest level of service and advice across Protection, Retirement Planning, Investment, Savings & Mortgages
If you are ambitious and self-motivated this could be a great opportunity to join a fun and growing team!
Interviews are to take place promptly so please get in touch for more details or a confidential discussion.

What do we require from a Pension & Financial Advisor in Letterkenny?

Overview of Responsibilities:
• Identify financial services needs with existing and potential clients.
• Provide professional best advice with respect to clients’ needs.
• Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
• Provide ongoing service and advice to clients
• Build strong relationships
• Work to agreed targets and standards
• You will be expected to comply with all internal and external regulatory requirements

What the ideal candidate looks like:
We would want you to have some hard skills, but the soft skills are equally as important

Hard Skills

  • Minimum QFA qualification
  • Minimum 2 years experience providing financial advice in a financial brokerage
  • Excellent communication skills
  • Working knowledge of Microsoft Office
    These are the minimum requirements, please do not submit your CV if you don’t full fill all 4.

Soft skills

  • A customer-centric attitude is a must.
  • Exceptional communication and interpersonal skills with an ability to work effectively as part of a high-performing team.
  • Be self-motivated with the necessary drive, enthusiasm, and commitment to achieve agreed goals
  • Flexibility to multi-skill and adapt in a changing environment
  • Proactively participate in all team meetings and initiatives.

What you will get in return:

• Competitive salary, based on experience
• Bonus/commission
• Working hours to suit work-life balance
• Company pension

Please forward your CV to pascal(at)advice
If you have any questions about this role, please feel free to give Pascal a call.

For a confidential discussion and more information on the role, don’t hesitate to contact Pascal Curran.