Financial Planner (Senior)

LPoFinance2025_3
  • Negotiable
  • Galway, Republic of Ireland
  • Full Time

Job Title: Private Financial Advisor

Location: East Galway

Hybrid working policy: This client operations a 3 days in/2 days from home policy however there is flexibility with this.

Level of responsibility: Applications are welcome from experienced Financial Planners with 2+ year’s Financial Planning experience. There are FP and Senior FP roles on offer.

Benefits include: Pension of up to 8% matching, Death in Service x 4, Income Protection, 25 days AL, Irish Bank holidays and 1 extra US Bank holiday – can also buy up to 5 additional AL days per annum, flexible working.

My client, a leading and reputable benefits and wealth management brokerage is seeking a Private Financial Private Client Advisor.

This is an exciting time to join this brokerage. Due to business expansion throughout Ireland, they are recruiting for a number of roles across their private client and Employee Benefits divisions.

For a confidential chat, with no commitment to apply, please feel free to contact Louisa Poinboeuf at louisa@sigmar.ie

Key Responsibilities of this Financial Advisor job role:

  • Be a trusted financial adviser to clients
  • Recommend and provide solutions to meet client's needs while also building relationships
  • Undertaking a full review of the client's financial needs and goals
  • Required to meet conversion and new business targets.
  • Fully comply with relevant compliance requirements

Requirements and skills needed for this role:

  • At least 2 years as a financial advisor
  • Great communication skills.
  • QFA or CFP qualifications are essential

Competitive salary, commission structure and benefits package and the opportunity to work with a well-established and progressive company.

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.

 

Louisa Poinbeouf Executive Recruitment Consultant

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