Financial Planning Advisor

Role Overview

Howden Ireland is seeking an ambitious and client-focused Financial Planning Advisor to join their growing Life & Pensions Advisory team. The successful candidate will play a key role in driving new business growth while delivering high-quality financial planning advice to both new and existing clients.

What You Will Do

The Financial Planning Advisor will be responsible for identifying client needs, providing tailored financial solutions, and maximising sales opportunities across life assurance, pensions, investments, protection products, and wider financial planning services.

Why It Might Be a Fit

The role requires a strong focus on client relationship management, business development, and achieving individual and team growth objectives.

Requirements

• Minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management
• Qualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification
• Strong knowledge of pensions, protection, investments, and financial planning solutions
• Proven ability to achieve and exceed sales targets
• CFP, RPA, SIA, or other advanced financial planning qualifications are desirable
• Strong understanding of retirement and business financial planning strategies
• Professional and consultative approach to client engagement
• Excellent relationship-building and communication skills
• Strong commercial awareness and client-focused approach
• Demonstrate a market awareness and ability to influence Company Strategy

Benefits

• Reasonable adjustments
• Flexible hours
• Hybrid working
• Permanent position

Tagged as: Financial Modeling