Financial Planning Consultant

IrishJobs

Dublin, Dublin, Ireland

Dublin, Dublin, Ireland

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What is the opportunity? As a Financial Planning Consultant, you will work face to face with customers across Dublin to help them plan confidently for their financial future. Working with one of Ireland's leading wealth management providers, you will deliver expert life assurance and pension advice through in person financial planning conversations that build trust and long term relationships. With access to an existing customer base, strong referral flows and market leading tools, you can focus on advice led customer engagement while continuing to grow your advisory career at Bank of Ireland. This is a branch based role, with time spent across a number of Dublin locations. In this role, you will: Meet customers face to face in branch to deliver clear, compliant life assurance and pension advice tailored to their goals and circumstances. Build long term, trusted relationships through high quality financial planning conversations. Grow new and existing business across pensions, protection, savings and investments using Bank of Ireland's wealth propositions. Work closely with branch colleagues and referral partners to identify and support advice opportunities. Use digital advice tools and platforms to support financial planning discussions and enhance the customer experience. What will make you stand out? You are an experienced Life and Pensions Advisor with a strong track record of delivering face to face financial advice in a customer facing environment. You enjoy meeting customers in person, building rapport quickly and guiding them through important financial decisions with confidence and care. With solid experience in life assurance and pension advice, you are comfortable leading financial planning conversations and explaining complex information in a clear and reassuring way. You are customer focused, collaborative and motivated to grow your advice pipeline through meaningful engagement with customers and referral partners. You stay curious about market developments and are committed to continuously developing your technical knowledge and advisory skills. Essential qualifications Minimum of three years experience providing face to face life assurance and pension advice in Ireland or the UK. Qualified Financial Advisor (QFA). Full, clean Irish driving licence. More about the team Wealth Advice and Distribution is part of Bank of Ireland Group and provides customers with access to clear, easy to understand life assurance, pension, savings and investment solutions. The team works closely with colleagues across the Bank to deliver a consistent, customer centred wealth proposition. Our consultants support customers through in person financial planning discussions, using market leading tools and digital platforms to help customers make informed decisions at every stage of life. You will join a collaborative and supportive team that values professionalism, continuous learning and putting the customer at the centre of everything we do. Why work with us? The Bank of Ireland company culture prioritises work life balance, along with 23 days annual leave and excellent pension contributions. Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy along with working parent and carer supports. Your health and wellbeing is important to us; we offer a substantial health insurance contribution, Employee Assistance Programme, WebDoctor and financial wellbeing coaches. We also encourage and support colleagues to pursue educational and professional qualifications to grow and enhance your career. Salary range for this role is €65,000 - €80,000 per annum, with a company car or car allowance. Key Competencies Customer Focused - Leader Better together - Leader Be Decisive - Leader Take Ownership - Leader Manage Risk - Leader We're on a continuous journey to build an inclusive and diverse workplace. We welcome applications from people of all backgrounds, lived experience, abilities and perspectives. We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions. If you require an accommodation please complete this form and one of our recruitment team members will be in touch via email. Any information provided will be treated as confidential within the recruitment team and used only for the purpose of determining and providing appropriate accommodations for the application and recruitment process. Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.

TLNT1_IJ

Dublin, Dublin, Ireland

Sprachkenntnisse

English

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