Financial Advisor (Qfa)

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Are you a seasoned or aspiring Financial Advisor looking to join a respected, ambitious, and expanding firm?

We have an exciting opportunity that lets you focus on servicing a strong existing client base, approximately 80% of your time while still growing new business as opportunities arise

About Us

Protection & Prosperity Financial Services Ltd (PPFS) is an established investment and insurance intermediary based in the North East of Ireland. We provide professional financial advice in life insurance, pensions, and investments to an established base of business and individual clients.

Established in 2020, our company has grown significantly over the last five years. We have earned a reputation as a respected, progressive firm. Our mission is to help clients build their financial security by getting the fundamentals right, whether it's protecting their families, planning for retirement, or investing for the future.

To support our continued expansion, we are seeking both experienced and aspiring qualified Financial Advisors to join our team.

The Role

As a Financial Advisor with PPFS, you will primarily service an established portfolio of clients, ensuring their financial plans are regularly reviewed and kept up-to-date. You will manage existing client files with meticulous attention to compliance, maintaining records in line with financial regulations and company policies.

Your remaining time will involve new business development – independently introducing new clients and opportunities to PPFS through networking and referrals, and contributing to our continued growth.

We offer an appropriate package of benefits including:

· A salary base commensurate to experience,

· additional earning capacity tied to performance ( existing client retention and satisfaction, AUM Growth, new client development and team engagement )

· Paid courses / tuition for achievement of required credentials ( QFA, RPA, CFP, IOB, etc. ) Study Leave, regular training and upskilling ( technical, soft skills, regulatory compliance ) Mentorship & coaching supports.

· Death in Service Cover, Income Protection Benefits, Employee Assistance Programme. In addition to an employer funded Defined Contribution Pension Scheme

· Provision of necessary equipment: Laptop, phone, software, CRM, compliance, with dedicated back-office and administrative and compliance support

You will be joining a team that values doing things the right way: all advice and sales processes must adhere to established regulatory and professional standard requirements, with a strong emphasis on ethics and compliance.

You will have full back-office support, including pre-sales preparation, application processing, pipeline management, and compliance oversight. As an Investment and Insurance Intermediary, PPFS provides access to a broad range of life, pension, and investment products across the Irish market. This means you can offer truly tailored solutions from a wide array of providers to best meet your clients’ needs.

Key Responsibilities:

Client Servicing: Proactively manage and service an existing portfolio of clients, enhancing long-term relationships and ensuring they receive the full benefits of the PPFS advisory process. Provide ongoing reviews and comprehensive financial planning across all relevant areas (protection, retirement planning, investments, etc.), with an emphasis on quality advice and excellent customer service.

Compliance & File Management: Ensure that all advice given and client documentation are maintained in strict compliance with Central Bank of Ireland regulations, the Consumer Protection Code, and internal policy standards. Maintain detailed records of recommendations and actions, upholding the highest professional standards in every case.

New Business Development: Identify and pursue opportunities to generate new business, including leveraging existing client referrals and networking to introduce new customers to PPFS. Aiming to grow your portfolio while maintaining a high standard of service for your existing clients.

Performance & Targets: You will be responsible for the development and meeting of challenging performance targets and contributing to PPFS’s growth objectives. Using your initiative (with support from management when needed), you will drive results and continuously seek ways to expand and improve our client relationships.

Financial Solutions Expertise: Provide holistic financial planning and advice tailored to each client’s needs. Our advisors offer guidance on a wide range of services including life insurance, income protection, company and personal pension schemes, retirement planning, savings & investments, specified illness cover, and wealth management. You will stay up-to-date on product options and industry trends to deliver the best solutions for your clients.

Ideal Candidate

We are looking for financial advisor who can hit the ground running and deliver exceptional service to our clients whilst working with an experienced team of advisors, administrators and management. The ideal candidate will have:

Experience: Approximately 4+ years of experience in the life insurance, pensions, and investments industry in Ireland, with exposure to pension schemes and wealth management advice considered a strong advantage.

Qualifications: Full QFA (Qualified Financial Adviser) certification is required. You also meet all Central Bank of Ireland regulatory requirements for a financial advisor, including the Fitness & Probity standards, the Minimum Competency Code, and you are committed to fulfilling your ongoing CPD obligations.

Client Focus & Communication: Excellent communication, presentation, and interpersonal skills are a must. You are client-focused, able to build trust and rapport with a diverse range of customers, and dedicated to providing top-tier service and advice at all times.

Compliance Mindset: Strong knowledge of industry compliance standards and a disciplined approach to following regulatory guidelines in your daily work. You understand the importance of ethics, accuracy, and transparency in financial advising.

Technical Skills: Proficiency in basic computer applications (Word, Excel, CRM systems) to manage client information and prepare reports efficiently.

Additional Requirements: A full driving license and your own car, as the role may involve traveling to client meetings when necessary.

How to Apply

If you are ready to take the next step in your financial advisory career with a dynamic firm like PPFS, we’d love to hear from you. Please send your CV and a cover letter, in confidence, to:

Ciarán Shanley,
Email: ciaran@ppfs.ie
Phone: 042 9359329 / 087 2580348

All applications will be treated with the strictest confidentiality. Protection & Prosperity Financial Services Ltd is regulated by the Central Bank of Ireland.

Job Types: Full-time, Permanent

Pay: €27,000.00-€74,712.50 per year

Benefits:

• Bike to work scheme
• Company pension
• Employee assistance program
• On-site parking
• Sick pay

Licence/Certification:

• QFA (required)

Work Location: In person