Strategic Financial Planning Advisor — Grow Client Relationships

Howden Ireland; Sligo; Vor Ort; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

Howden Ireland is seeking a Financial Planning Advisor to join our Life & Pensions Advisory team. You will drive new business growth while delivering tailored financial planning advice to new and existing clients.

Reporting to the Sales Manager, you will identify client needs, provide tailored solutions, and maximise opportunities across pensions, investments and protection products, while ensuring compliance and delivering exceptional client service.

Qualifikationen

• 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.

Aufgaben

• Generate new business opportunities through referrals, networking, and existing client relationships.
• Identify client needs and provide tailored financial solutions across life assurance, pensions, investments and protection products.
• Achieve sales targets and manage a strong pipeline of prospective clients.
• Deliver high-quality financial planning advice and maintain compliant, long-term client relationships.
• Cross-sell and introduce additional financial planning services where appropriate.
• Support the Advisory team to drive departmental growth objectives.

Kenntnisse

Client relationship management

Business development

Financial planning advice

Communication skills

Ausbildung

QFA designation

Jobbeschreibung

Howden Ireland is seeking a Financial Planning Advisor to join our Life & Pensions Advisory team. You will drive new business growth while delivering tailored financial planning advice to new and existing clients.

Reporting to the Sales Manager, you will identify client needs, provide tailored solutions, and maximise opportunities across pensions, investments and protection products, while ensuring compliance and delivering exceptional client service.