Strategic Financial Planning Advisor

hyperiongrp

Sligo

Hybrid

EUR 55,000 - 75,000

Full time

10 days ago
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Job summary

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

Reporting directly to the Sales Manager, you will build a strong pipeline, maintain client relationships, ensure regulatory compliance, and collaborate with the Advisory

Qualifications

  • Proven ability to generate new business and grow client base.
  • Strong understanding of pensions, protection, investments and financial planning solutions.
  • Professional and consultative approach to client engagement.

Responsibilities

  • Generate new business opportunities through referrals, networking and existing client relationships.
  • Identify and maximise sales opportunities across all areas of financial planning.
  • Achieve agreed sales, retention and growth targets.
  • Develop and maintain a strong pipeline of prospective clients.
  • Cross-sell and introduce additional financial planning solutions as appropriate.
  • Provide professional advice across Pension, Planning, Protection, Savings and Investments.

Skills

Client relationship management
Sales target achievement
Financial planning knowledge

Education

Qualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification

Job description

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

Reporting directly to the Sales Manager, you will build a strong pipeline, maintain client relationships, ensure regulatory compliance, and collaborate with the Advisory

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