Senior Financial Consultant – Hybrid (Remote & Office-Based)

About Us

Our client is a dynamic, family-run Hybrid Insurance Broker experiencing 20% year-on-year growth. Our focus is on delivering exceptional financial solutions across Life, Pensions, Investments, Savings, Health, and General Insurance products. We have built a strong reputation for integrity, expertise, and long-term client relationships, always prioritizing the best interests of our clients over sales-driven targets.

As part of our ongoing expansion, we are seeking an experienced and highly motivated Senior Financial Consultant to join our team. This is a unique opportunity to be part of a business that values autonomy, professional integrity, and career progression without the pressure of unrealistic sales targets.

The Role

As a Senior Financial Consultant, you will be instrumental in growing our high-net-worth and private client portfolio, bringing an established book of business and generating €180,000–€200,000 in validated new business income per year.

You will provide expert advisory services across:
✅ Life, Pensions, and Investments – Offering tailored solutions to individuals and corporate clients
✅ Individual & Group Scheme Policies – Managing and expanding relationships with high-value clients
✅ Cross-Selling Insurance Lines – Identifying opportunities to support clients across our full range of products

Key Responsibilities

• Bring an established book of high-net-worth and private clients with a full suite of life, pensions, and investment products
• Generate €180,000–€200,000 per annum in validated new business income, which will be reviewed and supported yearly
• Advise on and manage individual and group scheme policies
• Develop strategic financial plans with a strong focus on pension schemes and high-value insurance products
• Identify and cross-sell other lines of insurance as needed
• Maintain long-term client relationships, ensuring exceptional service and ongoing portfolio management

Ideal Candidate Profile

• 20+ years of Financial Services Advisory experience in Life, Pensions, and Investments
• A proven track record of consistent new business growth over the past 3–5 years
• Experience working on a trail model, with a strong emphasis on pensions and high-liability/value insurance products
• Strong relationship management skills and a client-first advisory approach
• A professional network and ability to generate new high-value business organically
• Relevant professional qualifications such as QFA, RPA, SIA, PTP, FPRA, or CFP

What We Offer

• Autonomy & Professional Respect – Join a company that treats you like an adult, without micromanagement
• Career Progression Without Stress – Success is rewarded with growth, not with unrealistic pressure
• A Family-Run Business with Integrity – We believe in doing right by our clients, always
• A Growing Firm – Benefit from being part of a business expanding 20% year-on-year
• Hybrid Work Model – The flexibility to work from home while staying connected to our close-knit team

If you’re an experienced Financial Consultant looking to take your career to the next level with a firm that values integrity, autonomy, and professional success, we’d love to hear from you!

👉 Apply now and let’s discuss how you can be part of our exciting growth journey.

Please forward your resume to [email protected] or call Gerard on 01-9065116 to discuss in confidence.