Your new company
Our client is a well-established and highly regarded financial services provider with a strong presence across the region. Known for its client-centric approach and commitment to delivering high-quality financial solutions, the organisation offers a supportive and collaborative working environment. With a focus on long-term relationships and professional excellence, they invest in their people, providing the tools, training, and infrastructure needed to succeed in a competitive and evolving market.
Your new role
This is a client-facing advisory role focused on pensions and investments, requiring regular on-site presence and travel for client meetings. It is a target-driven position.
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Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
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Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
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Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
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Deliver a consistent, high level of professional advice and consultation with respect to clients' needs.
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Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
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Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
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Maintaining professional development and accreditation through tutorials and seminars.
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Reporting to management and support staff on activities,
business targets, and meetings undertaken. -
Keep up-to-date with financial products and legislation.
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Keep line managers/directors updated on operational issues.
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Achieve or exceed agreed
business targets
and meet business compliance standards and requirements. -
The role will require occasional travel for coverage of the network of offices in the region.
What you'll need to succeed
- Fully QFA-qualified and CPD compliant.
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Proven experience in a similar advisory role.
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Strong communication skills, both written and verbal, with excellent client engagement ability.
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A proactive mindset with a commitment to continuous learning and professional development.
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Strong organisational skills with the ability to prioritise a busy workload effectively.
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Accountability for maintaining positive working relationships with colleagues, management, and external partners.
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A results-driven approach with initiative and a focus on achieving goals.
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A collaborative, team-oriented attitude.
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Previous experience in a sales role within a brokerage or similar environment is a distinct advantage.
What you'll get in return
- Annual performance-based bonus
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Commission structure integrated into the annual bonus
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Additional earning opportunities through referral fee splits (e.g. accounting team leads)
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Occupational pension scheme
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Aviva Care programme
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Death in service benefit
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Income protection
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Generous Employee Assistance Programme (EAP)
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Employee-driven charity fund
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Bike-to-work scheme
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Company events
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Additional annual leave
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Ireland is a trading division of Hays Specialist Recruitment (Ireland) Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
