Hybrid Financial Planning Advisor

TigerRisk Partners, LLC.; Drogheda; Hybrid; EUR 52.000 - 86.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Reasonable adjustments

Zusammenfassung

Howden Ireland is seeking an ambitious Financial Planning Advisor to join our Life & Pensions Advisory team in Dublin/Louth. You will identify client needs and deliver tailored financial planning solutions across pensions, investments, protection products and broader planning services.

Reporting to the Sales Manager, you will build a strong pipeline, generate new business through referrals and networking, cross-sell solutions, maintain compliant records, and develop lasting client relationships

Qualifikationen

• Minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management.
• Qualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification.
• Strong knowledge of pensions, protection, investments, and financial planning solutions.
• Proven ability to achieve and exceed sales targets.

Aufgaben

• 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 and develop 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, Investment Solutions and more.
• Conduct comprehensive financial reviews and fact-finding meetings and maintain high-quality compliance standards.

Ausbildung

QFA designation or equivalent

CFP/RPA/SIA desirable

Jobbeschreibung

Howden Ireland is seeking an ambitious Financial Planning Advisor to join our Life & Pensions Advisory team in Dublin/Louth. You will identify client needs and deliver tailored financial planning solutions across pensions, investments, protection products and broader planning services.

Reporting to the Sales Manager, you will build a strong pipeline, generate new business through referrals and networking, cross-sell solutions, maintain compliant records, and develop lasting client relationships