Financial Planning Advisor - Hybrid Work & Growth Focus

2386IE00 Howden Insurance (Ireland) Limited; Sligo; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Job summary

Howden Ireland is seeking an ambitious Financial Planning Advisor to join the Life & Pensions Advisory team. You will identify client needs, provide tailored financial solutions, and maximise sales opportunities across life assurance, pensions, investments, and protection products.

The role reports to the Sales Manager and focuses on client relationship management, business development, and achieving growth objectives.

Qualifications

• Minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management.
• Strong knowledge of pensions, protection, investments, and financial planning solutions.
• Proven ability to achieve and exceed sales targets.

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 where appropriate.
• Provide professional advice and recommendations across a wide span of Pension, Planning, Protection, Savings, Investment Solutions and more.
• 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.
• Act as a trusted advisor, providing ongoing support as clients’ financial circumstances evolve.
• Maintain full compliance with all Central Bank of Ireland regulations, Consumer Protection Code requirements, and company policies.

Skills

Client relationship management

Sales targets achievement

Financial planning

Education

Qualified Financial Advisor (QFA) designation

Job description

Howden Ireland is seeking an ambitious Financial Planning Advisor to join the Life & Pensions Advisory team. You will identify client needs, provide tailored financial solutions, and maximise sales opportunities across life assurance, pensions, investments, and protection products.

The role reports to the Sales Manager and focuses on client relationship management, business development, and achieving growth objectives.