Senior Life & Pensions Advisor – Grow Client Portfolio

Engage People Recruitment; Dublin; On-site; EUR 70,000 - 90,000; Full time

Job summary

Engage People Recruitment is seeking a Senior Life & Pensions Advisor for a Dublin-based role in the IFSC. You will build on your advisory experience, delivering bespoke financial guidance across life assurance, pensions, and protection, while growing a portfolio through client referrals and cross-team collaboration.

The successful candidate will join a large mortgage brokerage with an established client base, offering autonomy within an established business and opportunities for career

Qualifications

• Full QFA qualification required.
• Several years' Life & Pensions advisory experience.
• Strong knowledge across pensions, life assurance, income protection, serious illness cover and retirement planning.
• Proven ability to develop client relationships and generate new business.
• Excellent communication and relationship-building skills.
• Professional consultative approach with clear explanations of financial products.

Responsibilities

• Provide expert advice across life assurance, pensions, income protection and wider protection solutions.
• Conduct detailed client reviews and fact-finding meetings to understand financial circumstances and objectives.
• Identify opportunities to enhance existing client arrangements and recommend planning solutions.
• Develop and maintain relationships with new and existing clients, delivering exceptional service.
• Build a sustainable pipeline of new business through referrals and cross-referrals.
• Collaborate with mortgage advisors to support clients' broader financial needs.

Skills

Pensions knowledge

Life assurance

Client relationships

Regulatory compliance

Education

QFA qualification

Job description

Engage People Recruitment is seeking a Senior Life & Pensions Advisor for a Dublin-based role in the IFSC. You will build on your advisory experience, delivering bespoke financial guidance across life assurance, pensions, and protection, while growing a portfolio through client referrals and cross-team collaboration.

The successful candidate will join a large mortgage brokerage with an established client base, offering autonomy within an established business and opportunities for career