Financial Planning Advisor - Dublin/Louth
Core
Identify client needs and deliver tailored financial planning advice across life assurance, pensions, investments, and protection products to drive new business growth.
Role type
Financial Planning Advisor (Life & Pensions)
Builds
Financial planning solutions and client relationships
Domain
Insurance and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales target achievement, client relationship management, compliance adherence, product knowledge (pensions/protection/investments), suitability assessments
Preferred skills
CFP, RPA, SIA qualifications, retirement strategy expertise, business financial planning
Technologies
Financial planning software, CRM systems
Responsibilities
Generate new business through networking and referrals, achieve sales and retention targets, conduct fact-finding meetings, manage client portfolios, ensure regulatory compliance, present tailored recommendations
Seniority
Mid-level, individual contributor