Financial Planning Advisor

3 weeks ago


Dublin, Dublin City, Ireland Cornmarket Full time

Who We Are

At Cornmarket, we focus on the financial wellbeing of public servants and their families for over 50 years, offering a range of financial services from insurance to retirement planning.

Role Purpose

We need a Financial Planning Advisor to join our team, responsible for managing appointments with clients and providing financial advice.

Accountabilities of the Role

  • Arrange appointments with clients
  • Book quality appointments
  • Provide advice on protection policies
  • Meet targets and maintain records
  • Deal with clients professionally
  • Generate leads and improve processes
  • Perform tasks according to procedures
  • Complete administration duties
  • Participate in team meetings

Skills & Knowledge Required

  • Customer service experience
  • Ability to upsell
  • Detail-oriented
  • Excellent communication skills
  • Track record in meeting targets
  • IT skills
  • Knowledge of regulatory environment
  • Commercial awareness

What We Can Offer You?

  • Flexible working options
  • Investments in professional development
  • Annual leave and flexi leave
  • Attractive benefits
  • Health and wellness support
  • Performance-based bonuses
  • Employee benefits
  • Discounts on financial products
  • Health & wellbeing programme
  • Employee Assistance Programme
  • Sports & Social Club

Behavioural Competencies Required

  • Drive for results
  • Approachable
  • Excellent communicator
  • Team player

Controlled Function

This role is a 'controlled function'. Appointments are subject to Fitness and Probity standards.

Equal Opportunities & Data Privacy Notice

Cornmarket promotes an inclusive workplace and is an equal opportunity employer. We provide accommodations for applicants with disabilities. Contact our Talent Acquisition Team for more information.


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