Financial Advisors – Monaghan, Donegal
Our client is a well-established advisory firm providing high-quality, relationship-led financial advice to individuals and owner-managed businesses. This role offers a long-term opportunity within a collaborative, professional, and growth-focused environment. You will work closely with experienced colleagues while developing trusted, long-term client relationships and contributing to sustainable business growth.
Key Responsibilities
- Provide financial advice across life assurance, pensions, investments, and savings
- Develop and manage long-term client relationships, acting as a trusted advisor
- Grow new business while servicing an existing portfolio of clients
- Work collaboratively with senior advisory colleagues to assess client needs and objectives
- Deliver tailored financial strategies aligned to client goals and regulatory standards
- Participate in business development initiatives and high-impact advisory projects
Desired Experience & Qualifications
- QFA qualification (essential)
- Minimum of 3 years’ experience providing financial advice within the financial services sector
- Strong client service ethic with a relationship-led approach
- Excellent communication and interpersonal skills
- Commercially aware with a proactive, growth-oriented mindset
- Professional, approachable, and collaborative in working style
- Motivated to build a long-term career within a values-driven organisation
Why Choose Clark?
Inclusive & Supportive: We welcome diversity, ensure equal opportunities, and provide reasonable accommodations for interviews.
Expert Guidance: Our experienced recruiters are dedicated to finding the right fit for you.
Personalised Support: We're with you every step of the way to ensure a smooth job search.
Ready to take the next step? Apply now
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