360 Search are working exclusively with a Financial Advisory Firm that are revolutionizing the financial market in Ireland by offering bespoke, independent guidance to high-net-worth individuals, business owners, and retirees.
They provide tailored, actionable insights on topics like tax planning, pensions, company structures, inheritance laws, and succession planning—all without the traditional commission-based sales model. The Consultations are designed to empower clients to take control of their financial futures through strategic, practical solutions.
This is a unique opportunity to break away from the traditional financial advisory model. Instead of selling financial products, you will deliver hour-long, one-to-one consultations, offering expertise tailored to individual client needs.
The role focuses on providing high-level financial strategies for tax efficiency, wealth accumulation, retirement planning, and succession.
All clients are pre-sourced and ready for consultation—no need for prospecting. You will enjoy the flexibility of remote work, with an option to work from our Dublin office when/if necessary.
This is a client-facing role where professionalism, confidence, and clarity in communication are essential, as is a polished, approachable demeanor.
What You’ll Do:
- Deliver hour-long consultations that provide information on:
- Financial Health
- Tax-saving strategies
- Pensions, including self-administered pensions
- Legacy and succession planning strategies
- Company structures for tax efficiency
- Inheritance and estate planning
- Simplify complex topics into clear, actionable steps for clients, ensuring they understand and feel confident in the strategies provided.
- Refer clients to trusted professionals such as financial planners, accountants, solicitors, or mortgage brokers within our network, encouraging them to act on the strategies discussed.
- Stay informed on Irish tax regulations, pension rules, and company structure laws, ensuring up-to-date guidance.
- Embody the ethos of the company by providing high-quality, client-focused service without product selling.
- Act as a thought leader, helping to enhance the Firms reputation for innovation and client empowerment.
Your Background and Skills:
- Qualified Financial Advisor (QFA) designation is essential.
- 10+ years of experience in financial advisory, tax consulting, or related fields.
- Expertise in Irish tax laws, pensions, company structures, inheritance laws, and succession planning.
- Proven ability to communicate complex financial concepts in a clear, confident, and professional manner.
- Strong interpersonal skills and a polished, professional presentation.
- Sales-oriented mindset, with the ability to guide clients toward acting on strategies, including engaging with professional partners introduced through the Firm.
- Highly organised, self-motivated, and capable of working independently while maintaining top-tier client service standards.
Why Join Us?
- Innovative Role: Join Ireland’s first-of-its-kind financial company, free from commission-based product selling.
- Client-Ready Platform: All clients are pre-sourced—no need for prospecting or cold outreach.
- Flexibility: Enjoy a remote-first role with the option of working from our Dublin office when necessary.
- Professional Growth: Be part of a company that values expertise, innovation, and client empowerment.
- Impactful Work: Help high earners and business owners achieve financial independence and security.
- Competitive Compensation: Attractive remuneration reflective of your experience and expertise.
What Sets This Role Apart?
Unlike traditional financial advisor positions, this role does not involve selling financial products or earning commission. Instead, your expertise will guide clients in optimising their financial position through strategic planning. You will serve as a trusted consultant, offering practical, unbiased guidance tailored to each client’s needs.
