Financial Advisor
Financial Advisor
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Job Description
Job Description
Job Title: Financial Advisor
Description:
We are hiring for our client a well-established and independent wealth management and insurance business who are seeking to appoint an experienced Financial Advisor to join their growing team. Based in Dublin and operating across Leinster this is an exciting opportunity for a motivated client-focused professional to work within a dynamic and values-driven environment.
As Financial Advisor you will be responsible for providing high-quality personalised financial planning advice across life insurance pensions investments and protection while actively developing and growing your own client book.
Top 3 Things to Know About this Job:
- Dublin-based with regional coverage and strong client support
- Broad product range including pensions protection and investments
- Bonus commission full benefits package & client base provided
The Rewards:
- Competitive salary (commensurate with experience)
- Performance-based bonus & commission
- Defined contributory pension scheme
- Income protection & death in service cover
- 23 days annual leave
- Laptop mobile phone & business expenses
- Free parking and study support
The Role:
- Manage and grow an existing client portfolio while developing new business leads
- Provide holistic financial advice across retirement planning investments protection and life insurance
- Conduct in-depth client financial reviews and present suitable product recommendations
- Generate leads through referral networks existing contacts and internal opportunities
- Maintain client records to a high regulatory and compliance standard using CRM systems
- Stay up to date with product legislative and regulatory changes
- Meet agreed sales and client development targets and record progress through internal reporting tools
- Network internally across business divisions and externally to drive opportunity
- Uphold company values and maintain a professional image and service standard at all times
The Person:
- QFA qualified (essential); RPA AIIPM or CFP qualifications (desirable)
- Minimum 23 years experience in the life & pensions industry preferably in a broker setting
- Proven track record in meeting and exceeding sales targets
- Technically strong with knowledge of the full financial product market
- Highly professional confident communicator and relationship builder
- Comfortable managing a personal client base and developing new opportunities
- Full clean driving licence and personal vehicle
- Committed to CPD and continuous learning
Required Experience:
Unclear Seniority
Employment Type
Full-Time
