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Financial planner

Dublin
Irish Pensions & Finance
Financial planner
€60,000 - €80,000 a year
Posted: 13 June
Offer description

Direct message the job poster from Irish Pensions & Finance


Managing Director at Irish Pensions & Finance

The Role.

For those interested in a career as a Financial Advisor, IPF is the place to be. We pay our people more, train them better, and invest more in their careers than any other financial institution or company in Ireland. We have a proud history of producing the top financial planners in the industry.

You will be working towards becoming a Financial Advisor. As a key member of the team, you will be working with and learning from a team of established financial advisors.

Working with our Career Path program, your initial duties & responsibilities will consist of:

·Reviewing/upselling existing customer benefit packages

·Working to KPI’s and meeting sales targets

·Setting up appointments for the Financial Advisors on your team

·For full information, please see our Career Path - https://www.ipf.ie/careers.html

During the first year of your Apprenticeship, you will receive 340 hours of training which will help you towards the ultimate goal of making you a top-class Financial Advisor.

TheCompany.

Irish Pensions & Finance, formed in 1993, has over 30,000 clients and over €1 billion in funds under management.

Roughly 80% of our business book comes from the Public Sector where we administrate 152 Union sponsored salary deducted AVC schemes.

Though most of our 96 employees are based in our offices in Dublin 15, we cover the entire country with more and more of our business being transacted remotely.

The Successful Candidate.

We are looking for individuals ready to commit to a career as a Financial Advisor.

This is a consultative sales-focused position.You must have one year of sales experience and have a track record in consistently hitting and exceeding KPIs.

The candidate must be comfortable in making calls, listening to clients, building solutions, and working to KPI’s & targets.

The approach we take with our clients is very much consultative and our objective is to have advisors with the necessary qualifications, integrity, and commitment to give clients the correct advice.

You must be focused, and ambitious and have a realistic understanding of the relationship between hard work and success. We can only work with people whose integrity is beyond reproach.

The Package.

A sign-on bonus applies to candidates with an APA or QFA designation.

Inclusion in Company Pension Scheme after year 1.

Inclusion in Company Life Cover Scheme after year 1.

Education.

An Education bursary of up to €6,000 is available. This is paid towards qualifying the employee as a Financial Planner (QFA & CFP exams).

Please note this role is hybrid-based, time is split between office & home. Full-time attendance in the office is required for the first 4-5 weeks for training & induction purposes.

Only applications accompanied with a Cover Letter outlining why you want this specific role will be considered.

Watch our Careers video on YouTube - https://youtu.be/9DzEDYP8MRc


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales

Referrals increase your chances of interviewing at Irish Pensions & Finance by 2x


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