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Financial Advisor Role within Hennelly Finance

Financial Advisor

Hennelly Finance is a well-established Galway based financial services brokerage specialising in life insurance, mortgages, pensions and investments.

The Job:

  • Meet with new clients and guide through the financial planning process, either within an office environment or in clients’ homes or business premises.
  • Identify needs and opportunities for new business.
  • Conduct annual client reviews.
  • Managing referrals from other clients.
  • Liaise with sector specialists & other advisors in the firm.
  • Respond to client communications in a timely manner.
  • Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims.
  • Promote and sell financial products to meet given or negotiated sales targets.
  • Meet the regulatory aspects of the role.
  • Identify financial services needs with potential and existing clients regarding life, pension, investment, or mortgage products.
  • Provide professional best advice and consultation with respect to needs.
  • Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
  • Build strong relationships.
  • Work to agreed targets and standards.


The Candidate:

  • Be target driven and have the ability to work well under pressure.
  • Fully QFA qualified with Strong Life & Pensions knowledge.
  • Direct Broker Sales Experience a must.
  • Min 3 years direct experience in financial planning.
  • Have a proven track record in financial service sales working to and achieving sales targets.
  • Excellent attention to detail.
  • Strong communication skills, both written and verbal.
  • Ability to work independently as well as being a team player.
  • Well versed in most aspects of Microsoft Office Suite.

The Package

  • Competitive basic salary + commission, bonus.
  • Company Mobile and Laptop provided.

Applicants should email their C.V to careers@hennellyfinance.ie