Financial Planning Advisor — Flexible Hybrid Role

Howden Group; Skerries; Hybrid; EUR 65,000 - 90,000; Full time

Job summary

Howden Group in Ireland seeks a Financial Planning Advisor to identify client needs and provide tailored financial solutions across life assurance, pensions, investments and protection products. You will build a strong client base and collaborate with the Advisory team.

Reporting to the Sales Manager, you will manage a pipeline, achieve sales targets, conduct reviews, maintain compliance with Central Bank of Ireland regulations, and stay updated on market developments.

Qualifications

• 3+ years’ experience in Life & Pensions, Financial Planning, or Wealth Management.
• Strong knowledge of pensions, protection, investments, and financial planning solutions.
• Excellent relationship-building and communication skills.

Responsibilities

• Identify and generate new business opportunities through referrals, networking, and client relationships.
• Identify and maximise sales opportunities across all areas of financial planning.
• Achieve agreed sales, retention, and business growth targets.
• Develop and maintain a strong pipeline of prospective clients.
• Cross-sell and introduce additional financial planning solutions where appropriate.
• Provide professional advice and recommendations across Pension, Planning, Protection, Savings and Investments.
• Conduct comprehensive financial reviews and fact-finding meetings.
• Build long-term relationships with clients through regular engagement and proactive servicing.
• Deliver an exceptional client experience throughout the advice process.
• Manage and review existing client portfolios to identify additional planning opportunities.

Skills

Relationship-building

Communication skills

Sales targets

Education

Qualified Financial Advisor (QFA) or equivalent

CFP

RPA

SIA

Job description

Howden Group in Ireland seeks a Financial Planning Advisor to identify client needs and provide tailored financial solutions across life assurance, pensions, investments and protection products. You will build a strong client base and collaborate with the Advisory team.

Reporting to the Sales Manager, you will manage a pipeline, achieve sales targets, conduct reviews, maintain compliance with Central Bank of Ireland regulations, and stay updated on market developments.