Company Description Quinlan Financial has been providing financial advice since 1978 and is celebrating over 40 years in business. The firm is known for delivering valuable financial guidance to clients of all ages and supporting them in achieving their financial goals. The company offers comprehensive services across pensions, mortgages, life cover, inheritance and tax planning, investments, deposits, and savings.
Role Description The Financial Advisor role at Quinlan Financial is a full-time hybrid position based in Tipperary, with flexibility for work from home. The individual in this role will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans across areas such as retirement, investment, tax, and protection needs. Day-to-day responsibilities include analyzing financial information, preparing recommendations and reports, reviewing existing plans, and ensuring ongoing alignment with client objectives. The Financial Advisor will explain complex financial concepts in clear terms, maintain accurate records, comply with regulatory requirements, and collaborate with internal colleagues to deliver a consistent, high-quality client experience. The role also involves staying current with market trends, products, and legislative changes that impact client financial planning.
Qualifications