Hybrid Financial Planning Advisor: Growth & Flexible Hours

hyperiongrp; Skerries; Presencial; EUR 60 000 - 85 000; Tempo integral

Resumo da oferta

Howden Ireland is seeking an ambitious and client-focused Financial Planning Advisor to join our Life & Pensions Advisory team. You will drive new business growth while delivering high-quality financial planning advice to both new and existing clients.

Reporting to the Sales Manager, you will identify client needs, tailor financial solutions, and maximise opportunities across pensions, investments, and protection products, whilst maintaining regulatory compliance and professional standards.

Qualificações

• Minimum 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 qualifications are desirable.

Responsabilidades

• 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 across Pension, Planning, Protection, Savings and Investment solutions.

Conhecimentos

Life & Pensions

Financial Planning

Sales targets

Relationship building

Communication skills

Formação académica

QFA designation

Descrição da oferta de emprego

Howden Ireland is seeking an ambitious and client-focused Financial Planning Advisor to join our Life & Pensions Advisory team. You will drive new business growth while delivering high-quality financial planning advice to both new and existing clients.

Reporting to the Sales Manager, you will identify client needs, tailor financial solutions, and maximise opportunities across pensions, investments, and protection products, whilst maintaining regulatory compliance and professional standards.