Senior Financial Advisor

IfacFinancial Planning provides advice and guidance to clients on Pensions, Investments, Protection and Savings. We are a multi-agency intermediary committed to developing trusted advisor relationships that create and deliver value over multi decade time horizons. Understanding our clients financial goals and building pathways to financial freedom and security are at the heart of our model. We deliver connected client care in a values driven culture supported by excellent processes and technology.

Due to continued growth and expansion, we are recruiting for a Senior Financial Advisor in South Leinster.

The Role:

A full-time position as a Senior Financial Advisor. The successful candidate will be responsible for developing new business and servicing a book of existing clients.

The Candidate:

The ideal candidate will have:

• Experience working in financial services providing financial advice to individuals and businesses.
• A strong client service ethic.
• Excellent communication skills.
• Enthusiasm with an eagerness to learn.
• QFA qualified.
• A passion for helping people.

Ideally you will have a minimum of 5 years’ experience in the financial services industry, with a minimum of 2 years providing financial advice to clients.

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