Financial Advisor – Limerick
We are currently seeking experienced, self-motivated, and ambitious Life & Pensions Financial Advisors to join our clients dynamic and growing organisation. This is an excellent opportunity for professionals looking to progress their career in financial services within a supportive and success-driven environment.
- Location: Limerick
- Employment Type: Full-time, Permanent
- Salary: Competitive (DOE)
Key Responsibilities:
- Identify and assess the financial needs of both new and existing clients
- Provide tailored advice and solutions in line with compliance and regulatory requirements
- Build and maintain strong client relationships through professional and ongoing service
- Meet and exceed agreed performance targets and KPIs
- Maintain accurate and up-to-date client records
- Stay informed on industry changes, products, and best practices
Candidate Requirements:
- Qualified Financial Advisor (QFA) designation required
- Minimum of 3–5 years’ experience in a client-facing Life & Pensions advisory role
- Proven track record in meeting sales targets and delivering excellent customer service
- Experience within a brokerage or bancassurance environment an advantage
- Excellent interpersonal and communication skills
- Proactive, results-driven, and able to work independently or as part of a team
- Must successfully complete all legal and compliance background checks
What’s on Offer:
- Competitive salary and bonus structure
- Mobile phone and laptop provided
- Expenses and mileage reimbursement
- Company pension scheme
- Ongoing training and career development opportunities
- Support for professional qualifications (e.g., CIP, ACII, MDI, QFA)
For more information please apply through the link provided for the attention of Karen O'Brien, email karen.obrien@osborne.ie or call 086-1071917.
If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set – please attach your CV via the link provided
Please submit your updated CV in Word Format
#INDOSB1
#INDKBRIE
