Financial Planning Advisor - Dublin/Louth

About the role

Howden Ireland, part of the global insurance intermediary group Howden, is seeking an ambitious, client-focused Financial Planning Advisor to join its growing Life & Pensions Advisory team. Reporting to the Sales Manager, the role drives new business growth while delivering high-quality financial planning advice to new and existing clients. The position is based in Dublin/Louth and is permanent.

Key responsibilities

• Generate new business through referrals, networking, marketing and existing client relationships, and build a strong pipeline of prospects.
• Identify and maximise sales opportunities across life assurance, pensions, investments, protection and wider financial planning, and achieve agreed sales, retention and growth targets.
• Provide professional advice and recommendations across pensions, planning, protection, savings and investment solutions, including comprehensive financial reviews and fact-finding meetings.
• Manage and review existing client portfolios, cross-sell additional solutions and deliver an exceptional client experience.
• Maintain full compliance with Central Bank of Ireland regulations, the Consumer Protection Code and company policies, including accurate client documentation and suitability assessments.
• Stay up to date with industry developments, legislation and product changes, and work with colleagues to develop cross-referral opportunities.

Required profile

• Minimum 3 years' experience in Life & Pensions, Financial Planning or Wealth Management.
• Qualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification.
• Proven ability to achieve and exceed sales targets.
• Desirable: CFP, RPA, SIA or other advanced financial planning qualifications.

Required skills

• Strong knowledge of pensions, protection, investments and financial planning solutions.
• Understanding of retirement and business financial planning strategies.
• Excellent relationship-building and communication skills, with a professional, consultative approach.

What we offer

• A career you define within a diverse, supportive environment.
• Reasonable adjustments, which may include flexible hours or hybrid working depending on the role.