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Tied agent for an expanding dublin based brokerage firm

Dublin
ae-4ff3-45fe-b8d4-18e55b97399d
Posted: 11 December
Offer description

Our clients are an established financial advisory firm with over 15 years in business, providing tailored advice on life assurance, pensions, protection, and investment planning for individuals and business owners.As they continue to grow, they're seeking a Tied Agent to join our network, someone who wants to build their own book of business while being supported by a trusted brand and proven infrastructure.The OpportunityThis opportunity gives you the freedom to run your own client-facing advisory work, with the structure, systems, and support of an experienced team behind you.You'll:Operate under the our brand and agency structureGenerate and manage your own leads and client relationshipsAccess our Life, Pension, and Protection agenciesReceive guidance and collaboration from our senior advisorsNote: This is a self-generating role. We may provide overflow leads where internal capacity allows, but the core expectation is independent business development supported by our infrastructure.Key ResponsibilitiesGenerate your own leads and manage client relationships end-to-endConduct client fact-finds and deliver tailored financial recommendationsManage the full process from initial advice through to product implementationMaintain compliant records and collaborate with our admin and compliance teamsRepresent our brand with professionalism and integrityRequirementsQFA qualification (minimum requirement)Minimum 2 years' experience in a financial advisory or client-facing roleStrong understanding of life, pension, and protection productsExcellent communication and people skillsSelf-starter with an entrepreneurial mindset and client-first attitudeWhat You'll GetCommission-based earnings with access to our agency setupFull compliance and administration support from our in-house teamOptional marketing and branding supportCollaborative working environment with an experienced advisory networkHow to ApplyIf you're a qualified advisor looking to grow your business with trusted support behind you, we'd love to talk.

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