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