Financial Planning Advisor - Hybrid & Growth Opportunities

Howden Ireland

Dublin

Hybrid

EUR 60,000 - 90,000

Full time

4 days ago

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Job summary

Howden Ireland is seeking an ambitious Financial Planning Advisor to join the Life & Pensions Advisory team. You will identify client needs, tailor financial solutions across life assurance, pensions and investments, and maximise growth opportunities by building a strong pipeline and maintaining client relationships.

The role requires 3+ years in Life & Pensions or Wealth Management, with a QFA designation or equivalent.

Qualifications

3+ years’ experience in Life & Pensions, Financial Planning or Wealth Management.
Qualified Financial Advisor (QFA) designation or equivalent.
Strong knowledge of pensions, protection, investments, and financial planning solutions.
Proven ability to achieve and exceed sales targets.
CFP, RPA, SIA or other advanced financial planning qualifications desirable.

Responsibilities

Generate new business opportunities through referrals, networking, marketing initiatives and existing 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 as appropriate.
Provide professional advice across Pension, Planning, Protection, Savings and Investment Solutions.