Digital Financial Advisor

4 weeks ago

The Municipal District of Dundalk, Ireland Irish Life Group Services Limited Full time
Overview

Irish Life is expanding its Financial Planning team. This role provides market-leading financial advice remotely, helping people put a financial plan in place for the future and guiding them through milestones such as buying a home or planning for retirement. The team builds and develops long-standing relationships with a portfolio of new and existing customers.

As part of our continued expansion, we are looking for Digital Financial Advisors to join the Financial Planning team. The position offers a hybrid/remote working model with the potential to work from home part of the week and from the office for the remainder.

What you will help us to achieve
  • Build relationships: Establish and develop relationships with new and existing clients, continuously working to achieve high standards through the Irish Life advice processes.
  • Elevate Client Satisfaction: Work with relevant teams and stakeholders within Irish Life and with corporate customers to ensure clients experience the benefits of the advice process.
  • Compliance Champion: Ensure compliance with company policies, regulatory standards, and legal requirements while providing professional advice.
What you will need to be successful in the role
  • Proven Success in Helping Others: Demonstrated experience in supporting people and organisations with a track record of achieving results.
  • People-Centric skills: Customer-facing role with a warm demeanour and commercial awareness.
  • Navigating Regulations with Ease: Detailed knowledge and understanding of regulatory and compliance requirements of the financial industry in Ireland.
  • Connecting Through Communication: Excellent communication and interpersonal skills to build lasting relationships with customers.
  • Knowing & Growing: Possess the right professional qualifications and an appetite to stay ahead. You'll be a Qualified Financial Advisor with up-to-date CPD requirements. Hold or be on the path to obtaining the Retirement Planning Advisor designation. You will also be subject to Fitness and Probity regulation as set out by the Central Bank of Ireland.
  • Taking the Initiative and Being part of a Team: Thrive in an environment where you can lead independently and collaborate within a team.
  • Making Financial Advice Clear and Engaging: Communicate your financial advice knowledge with strong presentation skills to make complex guidance accessible to a diverse audience.
  • Representing Irish Life with Pride: Present a professional image that reflects the values of Irish Life.
Other information

Fitness & Probity: This role is a "controlled function" under Central Bank requirements. Appointment is conditional on meeting Fitness and Probity standards. Further details are available from ILFS Human Resources.

About us: Irish Life is one of Ireland's largest financial institutions, serving over 1.4 million customers. We are part of Great-West Lifeco and the Power Financial Corporation group. We are committed to equal opportunity and an inclusive culture. If you require accommodations during the recruitment process, please contact lifecareers@irishlife.ie.

Irish Life Financial Services supports Equal Opportunity. Irish Life Assurance plc is regulated by the Central Bank of Ireland.


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