Hybrid Financial Planning Advisor — Growth & Client Focus

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

Benefits offered by this job

Hybrid working

Flexible hours

Reasonable adjustments

Job summary

Howden Ireland is seeking a driven Financial Planning Advisor to join the growing Life & Pensions Advisory team. You will drive new business growth while delivering high-quality financial planning advice to new and existing clients.

The role requires a minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management, with a QFA or equivalent qualification. You’ll work in a hybrid setup, collaborating with a supportive advisory team to deliver tailored retirement and

Qualifications

• 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.
• CFP, RPA, SIA, or other advanced financial planning qualifications are desirable.
• Strong understanding of retirement and business financial planning strategies.
• Professional and consultative approach to client engagement.
• Excellent relationship-building and communication skills.
• Strong commercial awareness and client-focused approach.
• Demonstrate a market awareness and ability to influence Company Strategy.

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 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.

Skills

Life & Pensions

Financial Planning

Wealth Management

Client advisory

Relationship building

Education

QFA designation or equivalent

Job description

Howden Ireland is seeking a driven Financial Planning Advisor to join the growing Life & Pensions Advisory team. You will drive new business growth while delivering high-quality financial planning advice to new and existing clients.

The role requires a minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management, with a QFA or equivalent qualification. You’ll work in a hybrid setup, collaborating with a supportive advisory team to deliver tailored retirement and