Associate Financial Advisor – Be Part of Our JourneyLocation: Dublin 15 – Ongar Village (On- Site) Reporting to: Head of Financial PlanningContract: Full-Time, PermanentFirst Rate Financial Planning First Rate Financial Planning is a leading Life & Pension and Mortgage brokerage providing independent non-biased advice on a wide range of financial services including investments and pensions. We enable individuals and companies to take control of their finances through smarter use of technology, transparent pricing and clear, honest communication about moneyThree principles distinguish our business:We empower our customers to make informed financial decisionsWe put innovative investment portfolios and ideas into practiceWe deliver a superior customer experienceDue to continued business growth, we are seeking an Associate Financial Advisor to join our expanding team. This is a newly created role offering the opportunity to develop as a trusted financial advisor within our progressive, client-focused company About the Role:This is an exciting opportunity to join First Rate Financial Planning at a key stage in its growth and to progress your career with a trusted market leaderThe Associate Financial Advisor will support senior advisors in delivering high-quality financial advice, helping individuals and corporate clients manage their wealth and achieve their financial goals across protection, pensions and investments while also developing towards full advisory responsibilityThis role combines client advisory support with business development, reporting and sales enablement responsibilitiesAdvisory & Client SupportSupporting existing team of Financial Advisors to provide advice and dealing with customersEffective management of new life, investment and pension applications from offer to account openingAdministering group pension and risk benefits schemesPreparation of presentations, reports and advice to corporate, personal and prospective clientsProgression towards advising customers on financial matters (principally protection pensions and investments) by phone, email, video-conference, face-to-face and other media, including preparation and signing of Statements of SuitabilityHandling inbound customer queriesKnowledge/application of responsibilities that come with working in a regulated professional services environment (including CPC, anti-money-laundering, data protection) Business Development & Growth Reviewing existing customer base for business development opportunities Support the general compliance and admin requirements of the business Contribute to the continuous improvement of processes through feedback and working alongside support staffDevelop sales proposals and presentations that are consistent with First Rate Financial Planning standards with assistance from senior sales team members Creating and maintaining sales performance dashboards and tracking KPIs using CRM and ExcelCollaborating with senior advisors to drive lead management and pipeline development through reporting insightsSupporting Company strategic initiatives & business growthMarketing activities & initiativesAbout You:You're a Qualified Financial Advisor with Life & Pensions experience who is ready to move beyond a solely administration role towards deepening your advisory capability You're a confident professional, motivated by helping clients to make smart financial decisions and to building long-term client relationships based on trust. You are comfortable working in a highly regulated environment and understand the responsibility that comes with giving financial adviceYou want to be part of a business where your contribution genuinely is seen and mattersSkills & QualificationsEssential Requirements:Qualified Financial Advisor (QFA) designationMinimum of three years' experience in Life & PensionsStrong understanding of working in a regulated advisory environmentKey Competencies:Ability to work independently and proactively anticipate client and team needsStrong time management and decision-making skillsDiligent follow-up capabilities to effectively manage sales pipelines and client requirementsStrong analytical and reporting skills, including experience with Excel, CRM systems, and KPI trackingProficiency in Microsoft Word, Excel, and PowerPointExcellent written and verbal communication skillsStrong interpersonal skills with a desire to build confident presentation and public speaking abilitiesRemuneration & BenefitsCompetitive salary (commensurate with experience)Inclusion in company pension schemePotential for hybrid working arrangement at a later stageGrowth & DevelopmentContinuous learning and professional development opportunitiesOpportunity to progress toward full advisory responsibilitiesSound like you?We would love to hear from you. Send your CV and cover letter to telling us why this role interests you