Experienced Financial Advisor

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Experienced Financial Advisor - Digital Advice Team

Location:

Dublin, IE

• Full Time Permanent position
• Hybrid role based in our City Centre offices

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.

The vision of the Digital Advice Team is to make financial advice accessible to everybody in Ireland. We are 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 experienced Financial Advisors to join the team.

The role of digital advisor is an exciting opportunity for those with a passion for helping customers. The role offers lots of variety, delivering financial advice across protection, investment, and retirement planning needs, to new and existing customers. Customer engagement and reviews are all completed remotely enabling lots of flexibility.

If you think you would be a great fit for the role, and would like to grow your career in an innovative and rewarding environment, we’d love to hear from you.

 

Role Overview

The key responsibilities of the role include, but are not limited to:

• Providing financial advice to new and existing customers on their financial needs, making appropriate recommendations in accordance with Irish Life advice and compliance standards,
• Delivering superior customer satisfaction – answering customer queries, developing financial plans to help meet their needs and communicating financial advice in clear, straightforward terms,
• Working to agreed targets and standards - achieving challenging performance and KPI targets,
• Building and developing relationships with new customers, and pro-actively engaging with an existing client bank,
• Ensuring compliance with Company policies, regulatory and professional requirements,
• Adhering to appropriate risk management procedures to control, monitor and report on business activities,
• Keeping up to date with all changes in the commercial environment and completes Continual Professional Development (CPD) on an ongoing basis.
  
   

The Person:

The successful candidate should ideally possess the following:

• A proven track record of success in a consumer-facing sales role, with at least two year’s experience providing regulated financial advice to customers,
• A strong ambition and drive to succeed, with an ability to work on own initiative and as part of a team,
• Excellent relationship and communication skills,
• Experience in engaging with customers using remote technologies is an advantage,
• Possess QFA (have passed all ‘Qualified Financial Advisor’ exams) and be up to date on all CPD requirements,
• A minimum education standard of a 3rd Level Qualification.

Building and Maintaining Relationships

Planning and Organising

Risk and Control

Fitness & Probity:

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. 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 HR.

About us

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets. We are one of Ireland’s leading financial services groups with over 1.5 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance. It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies. We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

The company reserves the right to draw up a shortlist as part of the selection process. Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.

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 and we will be delighted to ensure you are fully supported to be your best.

ILFS supports Equal Opportunity and is regulated by the Central Bank of Ireland.