Senior Financial Advisor (CFP)

Osborne is recruiting for a leading financial services organisation for a Senior Financial Advisor (CFP) to join their growing team covering the South East region. This is an excellent opportunity for an experienced financial professional to manage an established portfolio while developing new business and building long-term client relationships.

This is a client-focused role offering a mix of office-based and field-based work. Initially, you will work three days per week in the office while building your client base. As your portfolio grows, you will have the flexibility to manage your own diary, travel to client meetings, and work independently across the region.

Location: South East Ireland
Employment Type: Full-Time, Permanent
Salary: €40,000 – €80,000 DOE (OTE €90,000+)
Hours: Monday – Friday, 9:00am – 5:30pm
Benefits: Car allowance and mileage expenses

Key Responsibilities

• Build and manage long-term relationships with new and existing clients.
• Provide tailored financial planning advice across pensions, investments, protection, and retirement planning.
• Develop new business opportunities while managing an existing client portfolio.
• Conduct comprehensive financial reviews and recommend suitable solutions based on clients’ individual needs.
• Manage your own diary and travel throughout the region to meet clients.
• Deliver a high standard of customer service while ensuring all advice is compliant with industry regulations.
• Achieve agreed sales and business development targets while maintaining a customer-first approach.
• Maintain accurate client records and stay up to date with financial products, legislation, and market developments.
• Work collaboratively with internal teams to ensure an exceptional client experience.

What We’re Looking For

Experience & Qualifications

• CFP qualification (or working towards CFP) preferred.
• Approximately 5 years’ experience in a Financial Advisor or Financial Planning role.
• Proven experience selling pensions, investments, and protection products.
• Strong track record of developing and managing client relationships.
• Full clean driving licence.
• QFA qualification essential.

Skills & Attributes

• Excellent relationship-building and communication skills.
• Strong commercial awareness with proven sales ability.
• Customer-first mindset with high ethical and professional standards.
• Self-motivated with the ability to manage your own schedule and workload.
• Well-presented with a professional approach to client engagement.
• Strong organisational and time management skills.
• Honest, trustworthy, and guided by a strong moral compass.
• Proactive, driven, and results-focused.

Why Join Us?

• Competitive salary with realistic OTE of €90,000+.
• Car allowance and mileage expenses.
• Hybrid working model with increased flexibility as your client base develops.
• Opportunity to build long-term client relationships across a growing region.
• Supportive and collaborative working environment.
• Ongoing professional development and career progression opportunities.

If you are passionate about helping clients achieve their financial goals while building lasting relationships, we would love to hear from you.

For more information, please apply through the link provided for the attention of Róisín Drummy or call 051 364134.

If you are interested in finding out more about the above role and would like to be considered for 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.

If you are living in Ireland and hold a valid work permit, we would love to hear from you. If, however, you do not hold a valid work permit, unfortunately we will not be in a position to assist you with your job search.

Osborne are proud to be an Equal Opportunity Employer.

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