Financial Advisor

We are seeking a highly motivated and experienced Financial Advisor specialising in life and pensions to join our team.Core Role ObjectiveAs a highly motivated and experienced Financial Advisor, the candidate will be responsible for providing comprehensive financial advice to clients, with a strong focus on Retirement Planning, Investments and all areas of Life, Serious Illness, and Income Protection Insurance. The role involves driving new business development activity from their own and prospect database(s) and developing a robust new prospect pipeline with the aim of developing a substantial book over a 4-5 year period. The successful candidate will service an existing client base in Dublin and the surrounding areas. Administrative support will be available.Key Responsibilities Management and maintenance of database and development of pipelineManage and build relationships with an existing client baseGrow and develop the existing client base through lead generation, referrals and sourcing of new clientsConduct regular financial reviews with clientsAnalyse clients’ financial goals and recommend appropriate life insurance and pension products. Provide detailed information to clients about product features, benefits and risks.Identify and pursue new business opportunities to expand the client base. Achieve agreed annual sales targets. Record all activity on the internal reporting tools and remain disciplined to the sales process.Networking – internally with other business units, within the sector, and with external specialistsAdhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the companyMaintain up to date client records and ensure high standard of client files on the dedicated CRM system, BISAdherence to the LHK values and a commitment to maintaining and developing the brand integrity at all timesNecessary Skills / QualificationsBachelor’s degree in business, finance, or a related field (desirable)Industry Specific Qualifications: QFA (essential), RPA (desirable), AIIPM (desirable), CFP (desirable)Technical knowledge of all financial products in the marketplaceMinimum of 5-7 year’s sales experience within the Life and Pensions industry, preferably in a broker environmentProven track record of working to and achieving annual sales targetsGood understanding of relevant regulatory requirementsStrong interpersonal skills with the ability to build and maintain solid client relationshipsStrong self-awareness and self-presentationProfessional demeanourProficient IT skills with working knowledge of Microsoft Excel and WordWork well under pressure and as part of a financial planning teamFull driving license and personal vehicleCompliant with CPD requirementsRemunerationSalary will be commensurate with experience23 days annual leave10 days paid sick leaveBonus and commission structureDefined Contributory Pension SchemeDeath in Service and Income Protection CoverEmployee Assistance ProgrammeExaminations/further study sponsored where relevant to roleBusiness expensesLaptop and Company mobile phoneFree parking