Life & Pensions Financial Advisor
Life & Pensions Financial Advisor
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Job Description
WTWs Retirement business helps organizations develop retirement programs that meet their workforce needs and financial management strategies to deal with the impact of a wide range of uncertain future economic scenarios. We partner with other WTW businesses and clients around the globe to identify the best approaches to design fund govern administer invest and communicate retirement programs and their assets.
Make a difference in peoples futures while building yours.
The Role
Were looking for an ambitious Life & Pensions Financial Advisor to join our warm collaborative and highly experienced Financial Planning & Advisory team. This is your chance to work with an established client base in Cork Dublin Limerick or Galway while also developing new relationships that will shape the financial wellbeing of individuals and families in your community.
In this role youll go beyond numbers and policies youll help clients prepare for lifes milestones protect what matters most and make confident informed financial decisions. With a supportive team behind you and a strong reputation in the market youll have the tools knowledge and brand to succeed.
What Youll Be Doing
- Nurturing and growing relationships with our valued existing clients becoming their trusted adviser.
- Conducting regular financial reviews to provide personalised advice on Retirement Planning Investments Life Insurance Serious Illness Cover and Income Protection.
- Expanding the client base through referrals lead generation and networking in your local community.
- Meeting and exceeding agreed sales targets while keeping client needs at the heart of everything you do.
- Ensuring all work meets regulatory standards and aligns with the companys high ethical values.
If youre driven client-focused and passionate about helping people secure their future this is an opportunity to join a team that will invest in your growth as much as you invest in your clients.
At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote in-person and in office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
Qualifications
The Requirements
- QFA and RPA qualified
- CFP qualification an advantage
- Technical knowledge of all financial products in the marketplace importantly; Pensions and Life Assurance.
- All Inclusive sales experience within the Life and Pensions industry preferably in a broker environment
- Holds a full drivers license
- Have a proven track record of working to and achieving sales targets
- Possess a strong understanding of relevant regulatory requirements.
- Interpersonal skills with the ability to build and maintain solid client relationships
- Proficient IT skills with working knowledge of Microsoft Excel and Word
- Be able to work well under pressure and as part of a sales team
At WTW we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.
Were committed to equal employment opportunity and provide application interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers from the application process through to joining WTW please email .
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
