Overview
LHK ****
Job Title: Financial Advisor Company Overview
Established in ****, LHK Group one of the oldest family owned and managed brokers on the island of Ireland and one of the few remaining independently owned brokers in the Irish market.
We remain committed to the core values of integrity, personalised service and a deep understanding of our clients' unique needs across our portfolio of services.
In ****, Finance One became part of the LHK Group after a majority stake in the company was acquired.
The acquisition enables the Group to deliver a broader range of services to their clients to include insurance, wealth management, pensions, investments, employee benefits and mortgage advisory services to private individuals and commercial clients nationally.
The Finance One business merged with LHK in September ****.
Our business operates from 2 Leinster based locations, Dublin and Drogheda.
Core Role Objective
As 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 pipeline to achieve individual budget as agreed annually
Manage and build relationships with an existing client base
Grow and develop the existing client base through lead generation, referrals and sourcing of new clients
Conduct regular financial reviews with clients
Analyse 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 specialists
Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the company
Maintain up to date client records and ensure high standard of client files on the dedicated CRM system.
Adherence to the LHK values and a commitment to maintaining and developing the brand integrity at all times
Necessary Skills / Qualifications
Bachelor'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 marketplace
Minimum of 2-3 year's sales experience within the Life and Pensions industry, preferably in a broker environment
Proven track record of working to and achieving annual sales targets
Good understanding of relevant regulatory requirements
Strong interpersonal skills with the ability to build and maintain solid client relationships
Strong self-awareness and self-presentation
Professional demeanor
Proficient IT skills with working knowledge of Microsoft Excel and Word
Work well under pressure and as part of a financial planning team
Full driving license and personal vehicle
Compliant with CPD requirements
Remuneration
Salary will be commensurate with experience
23 days annual leave
Bonus and commission structure
Defined Contributory Pension Scheme
Death in Service and Income Protection Cover
Employee Assistance Programme
Examinations/further study sponsored where relevant to role
Business expenses
Laptop and Company mobile phone
Free parking
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