Financial Planner

EG2025-11 QFA
  • Negotiable
  • Portlaoise, Republic of Ireland
  • Full Time

About Your New Employer

My client provide solutions for their clients Financial needs including Protection, Pensions, Savings & Investments, Mortgages, Personal Financial Planning and Business Financial Planning. They are currently seeking an ambitious, experienced Financial Planner to join their team.

About Your New Job

  • Actively identify sales opportunities from existing client book and high intent new customer inbound enquiries, proposing suitable financial solutions.
  • Provide professional, compliant and expert advice with regard to needs and opportunities identified
  • Ensure all prescribed procedures, working methods and industry regulations are adhered to

About You

  • QFA certified, CFP preferred.
  • Excellent financial advisory sales skills.
  • Delivering a high level of customer service via phone, email, web-meetings, face to face meetings

What’s on Offer

  • Competitive salary with uncapped commission and bonus
  • Hybrid work
  • Excellent career progression opportunities

What’s Next

Apply now by clicking the “Apply Now" button or email me on egavin@sigmar.ie

Or if the job isn’t quite right but you are looking for something similar, please get in touch – I am happy to have a confidential conversation to offer CV help or market insights.

Why Apply Through Sigmar?

  • We’ll help manage your job hunt, strengthen your interview skills and tidy up your CV
  • We’ll provide you with an overview of the jobs market within your industry and help you tailor your jobs search
  • Gain access to exclusive roles that are not advertised elsewhere

Apply for this role

Accessibility 

If you are a candidate with a disability and encounter difficulty accessing any part of this website or wish to discuss any matter relating to the accessibility of our recruitment process, please contact info@sigmar.ie


Reasonable Accommodations

Our commitment is to make any reasonable accommodation for you in the recruitment process to give you the best opportunity to perform to your optimum in the application, test, and interview process.