What we offer
We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.
We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few.
Role Overview
Our Financial Planning distribution which encompasses our Financial Advice Team, our Bancassurance business, our Worksite proposition and our Digital Advice team is currently embarking on an ambitious growth agenda to match changing customer attitudes and expectations around the provision of financial advice.
To support this growth, we are looking for financial advisers to provide professional financial advice to individual customers and businesses on their financial needs.
The role operates either a hybrid working model through a blend of face to face and remote advice tailored to the customer’s needs. We also have in-branch adviser roles in Bancassurance nationwide. The provision of financial advice is supported through the Irish Life financial advice process, with adherence to Irish Life compliance standards.
Key Accountabilities
Develop client relationships with new and existing customers across multiple sources of business.
Provide professional best advice in developing clear financial plans for new and existing clients while delivering superior customer satisfaction.
Establish and develop relationships with small and medium sized companies to offer financial advice within the company.
Conduct professional financial reviews with customers in person and over Microsoft Teams and recommend products in adherence to Irish Life compliance standards.
Work to agreed targets and standards.
Ensure compliance with Company policies, regulatory, professional and legal requirements.
Proactively protect, maintain and develop existing Client Bank.
Communicate complex financial matters to customers in layman terms.
Adhere to appropriate risk management procedures to control, monitor and report on business activities.
Keep up to date with all changes in the commercial environment and completes Continual Professional Development (CPD) on an on-going basis.
Fully qualified QFA as a minimum.
Relevant 3rd Level Qualification would be an advantage.
Holding or on the path to the Retirement Planning Advisor designation would be an advantage.
As this role requires travel between locations applicants must hold a full, valid driver’s licence.
Desired Knowledge / Experience / Skills
Significant experience providing financial advice to individuals and businesses with a proven track record of sales.
Experience in a customer facing role and be commercially aware.
Detailed knowledge and understanding of regulatory and compliance requirements of an Irish insurance company and the Central Bank.
Excellent communication and interpersonal skills with new and existing customers.
Possess QFA (have passed all ‘Qualified Financial Advisor’ exams) and be up to date on all CPD requirements.
Ability to work on own initiative and as part of a team. Competent in providing financial advice on retail products.
Ability to present a strong professional image of Irish Life.
Fitness & Probity
This role is a ‘controlled function’ as set out in the Central Bank Reform Act 2010 and defined by the Fitness and Probity Regulations and Standards2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity. Further details on this due diligence process are available from Human Resources.
Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued. We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.
We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.
If you require any accommodations during the recruitment process please contact lifecareers@irishlife.ie and we will be delighted to ensure you are fully supported to be your best.
Irish Life Group Services supports Equal Opportunity.
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