# Financial Planning Advisor

**Company**: Howden
**Experience**: senior
**Job type**: permanent
**Category**: Finance
**Industry**: Insurance

**Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Dublin---North/Financial-Planning-Advisor---Dublin-Louth_R0019831?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_11e60fd2-d2d

## Description

Howden Ireland is seeking an ambitious and client-focused Financial Planning Advisor to join our growing Life & Pensions Advisory team. The successful candidate will play a key role in driving new business growth while delivering high-quality financial planning advice to both new and existing clients.

**Key Responsibilities:**

- Generate new business opportunities through referrals, networking, marketing initiatives, and existing client relationships.

- Identify and maximise sales opportunities across life assurance, pensions, investments, protection products, and wider financial planning services.

- Achieve agreed sales, retention, and business growth targets.

- Develop and maintain a strong pipeline of prospective clients.

- Cross-sell and introduce additional financial planning solutions where appropriate.

- Provide professional advice and recommendations across a wide span of Pension, Planning, Protection, Savings, Investment Solutions and more.

- Conduct comprehensive financial reviews and fact-finding meetings.

- Build long-term relationships with clients through regular engagement and proactive servicing.

- Deliver an exceptional client experience throughout the advice process.

- Manage and review existing client portfolios to identify additional planning opportunities.

- Act as a trusted advisor, providing ongoing support as clients' financial circumstances evolve.

- Maintain full compliance with all Central Bank of Ireland regulations, Consumer Protection Code requirements, and company policies.

- Ensure accurate completion and maintenance of all client documentation and records.

- Complete suitability assessments and maintain high-quality compliance standards.

- Keep up to date with industry developments, legislation, and product changes.

- Work closely with the Sales Manager and wider Advisory team to support departmental growth objectives.

- Collaborate with colleagues across the brokerage to identify and develop cross-referral opportunities.

- Share market knowledge and best practices to support overall team performance.

- Prepare and present tailored financial planning recommendations.

- Ensure all advice provided is suitable, compliant, and aligned with client objectives.

**About You:**

- Minimum 3 years' experience in Life & Pensions, Financial Planning, or Wealth Management.

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

- Strong knowledge of pensions, protection, investments, and financial planning solutions.

- Proven ability to achieve and exceed sales targets.

- CFP, RPA, SIA, or other advanced financial planning qualifications are desirable.

- Strong understanding of retirement and business financial planning strategies.

- Professional and consultative approach to client engagement.

- Excellent relationship-building and communication skills.

- Strong commercial awareness and client-focused approach.

- Demonstrate a market awareness and ability to influence Company Strategy.

**What do we offer in return?**

- A career that you define.

- We're looking for individuals who share the same values as us:

- Our successes have all come from someone brave enough to try something new

- We support each other in the small everyday moments and the bigger challenges

- We are determined to make a positive difference at work and beyond

## Skills

### Required
- Life & Pensions
- Financial Planning
- Wealth Management
- QFA
- CFP
- RPA
- SIA

### Nice to have
- advanced financial planning qualifications

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Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Dublin---North/Financial-Planning-Advisor---Dublin-Louth_R0019831?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)