Find Financial planning advisor Jobs in Celbridge, Ke

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Experienced Financial Adviser

Irish Life Financial Services Limited -
Dublin, County Dublin

Apply Now

Job details

Permanent | Full-time

Qualifications

Sales
Communication skills

Full job description

Experienced Financial Adviser

Location: Nationwide, IE

Company: Irish Life Financial Services Limited

Full Time Permanent position
Permeant role based in Dublin

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few.

Further details on our benefits package can be accessed here Benefits (life-careers.com)

At Irish Life, our purpose is to help people build better futures. Our company values shape everything we do and underpin our vision of being the driving force behind Ireland’s financial, physical, and mental well-being.

We believe in doing the right thing—acting with integrity and making fair, responsible decisions. We aim high, setting ambitious goals and find better ways to innovate and improve. Our customers are at the heart of everything we do and we are dedicated to understanding their needs and exceeding their expectations. Achieving this is only possible when we work best together—in a supportive, collaborative environment where every idea and contribution is valued.

Role Overview

Our Financial Planning distribution which encompasses our Financial Advice Team, our Bancassurance business, our Worksite proposition and our Digital Advice team is currently embarking on an ambitious growth agenda to match changing customer attitudes and expectations around the provision of financial advice.

To support this growth, we are looking for financial advisers to provide professional financial advice to individual customers and businesses on their financial needs.

The role operates either a hybrid working model through a blend of face to face and remote advice tailored to the customer’s needs. We also have in-branch adviser roles in Bancassurance nationwide. The provision of financial advice is supported through the Irish Life financial advice process, with adherence to Irish Life compliance standards.

Key Accountabilities

Develop client relationships with new and existing customers across multiple sources of business.

Provide professional best advice in developing clear financial plans for new and existing clients while delivering superior customer satisfaction.
Establish and develop relationships with small and medium sized companies to offer financial advice within the company.
Conduct professional financial reviews with customers in person and over Microsoft Teams and recommend products in adherence to Irish Life compliance standards.
Work to agreed targets and standards.
Ensure compliance with Company policies, regulatory, professional and legal requirements
Proactively protect, maintain and develop existing Client Bank
Communicate complex financial matters to customers in layman terms.
Adhere to appropriate risk management procedures to control, monitor and report on business activities.

Minimum Requirements:

Fully qualified QFA as a minimum.
Relevant 3rd Level Qualification would be an advantage.
Holding or on the path to the Retirement Planning Advisor designation would be an advantage.
As this role requires travel between locations applicants must hold a full, valid driver’s licence.

Desired Knowledge / Experience / Skills

The successful candidate should ideally possess the following skills and knowledge:

Significant experience providing financial advice to individuals and businesses with a proven track record of sales.
Experience in a customer facing role and be commercially aware.
Detailed knowledge and understanding of regulatory and compliance requirements of an Irish insurance company and the Central Bank.
Excellent communication and interpersonal skills with new and existing customers.
Possess QFA (have passed all ‘Qualified Financial Advisor’ exams) and be up to date on all CPD requirements.
Ability to work on own initiative and as part of a team.Competent in providing financial advice on retail products.
Ability to present a strong professional image of Irish Life.

Fitness & Probity

This role is a ‘controlled function’ as set out in the Central Bank Reform Act 2010 and defined by the Fitness and Probity Regulations and Standards 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity. Further details on this due diligence process are available from Human Resources.

About us

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets. We are one of Ireland’s leading financial services groups with over 1.5 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

The company reserves the right to draw up a shortlist as part of the selection process. Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.

Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued. We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.

We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.

If you require any accommodations during the recruitment process please contact [email protected] and we will be delighted to ensure you are fully supported to be your best.

Irish Life Group Services supports Equal Opportunity.

Work Location: Hybrid remote in Dublin, County Dublin

Apply Now

Refine Your Search

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