Job description
Watch our Careers video on YouTube -
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 KPIs and meeting sales targets
· Setting up appointments for the Financial Advisors on your team
· For full information, please see our Career Path -
The Company.
Irish Pensions & Finance, formed in 1993, has over 25,000 clients and in excess of €600 million 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 60 employees are based in our offices in Dublin 15, we do 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. We want to speak to candidates who have some sales experience or can demonstrate a desire to have a substantial career in sales but whose primary interest is looking after the client.
The candidate must be comfortable in making calls, listening to clients, building solutions, and working to KPIs & 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, 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.
Year 1: €55k OTE (Basic, Bonus, Commission)
Year 2: €65k OTE (Basic, Bonus, Commission plus expenses)
Year 3: €80k OTE (Basic, Bonus, Commission plus expenses
Year 4 + (Senior Financial Planner) €120k +.
Signing bonus for APA/QFA qualified candidates.
Pension after year 1, Life cover after year 2.
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).
Location
Please note that 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.
Industry
Financial Services
Employment Type
Full-time