Only 24h Left: Financial Planning Advisor

3 weeks ago


Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full time

Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking for a Financial Planning Advisor to join our Financial Planning Support team. Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These appointments are made on behalf of our of financial consultants in the Financial Wellbeing Division. The role holder will be effectively managing the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations. The Financial Planning Advisors will also provide financial advice to clients specifically interested in protection policies and will assist clients in applying for group cover. Accountabilities of the Role Making and taking calls to/from members of the public sector unions to arrange appointments with the company's Financial Consultants Booking in quality appointments with a high probability of completing an FHC and potential sale(s). Providing advice and selling group protection policies to our clients. Meeting weekly/monthly targets - as it is a target driven role. Targets are built around call volume, appointment scheduling and product sales (alongside these targets comes an excellent monthly bonus structure). Maintain up to date records for our clients on Salesforce - including activity on leads and opportunities. Dealing with clients in a professional and timely manner. Lead generation through promotion of other Cornmarket products / services Performing tasks in a compliant manner to set procedures and prescribed scripts. Completing various administration duties, such as data entry/logging and scanning Participate in team meetings, look for and suggest ways in which existing processes could improve Skills & Knowledge Required Full or partial QFA desired but not required Previous experience in dealing with customers over the phone Ability to upsell products A keen eye for detail and quality Excellent proven customer service skills Excellent verbal communication skills Proven track record in meeting and exceeding targets Strong customer focus and an ability to deal with the unexpected Strong IT Skills with good working knowledge of the MS office suite Knowledge of risk control & regulatory environment Commercial awareness What We Can Offer You? Flexible working from home options as part of our Cornmarket Flex ways of working Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role) Annual leave (increases based on service) Flexi leave (option to take additional annual leave) Attractive & flexible pension contribution rates Health insurance or wellness subsidy Fully paid family leave types (maternity/paternity/surrogacy) Performance based bonus/commission Income protection Life cover Discounts on financial products Comprehensive health & wellbeing programme Employee Assistance Programme Active Sports & Social Club Behavioural Competencies Required Drive for results and target driven Approachable and a can-do attitude Excellent communication skills Team player Controlled Function 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. Equal Opportunities & Data Privacy Notice Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation. We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. 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.



  • Dublin, Dublin City, Ireland International Financial Advisor Jobs Full time

    Get AI-powered advice on this job and more exclusive features.Our client, an esteemed and accolade-laden company committed to sustainability and enriching the lives and financial well-being of our clientele, seeks dedicated Investment Advisory Wealth Managers to join their journey of ongoing expansion.They offer not only the opportunity to oversee diverse...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure...


  • Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Join to apply for the Financial Planning Advisor role at Cornmarket Group Financial Services Ltd.3 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Advisor role at Cornmarket Group Financial Services Ltd.Get AI-powered advice on this job and more exclusive features.At Cornmarket, we look after the financial wellbeing of...


  • Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Who We Are At Cornmarket, we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking...


  • Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Who We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are looking for...


  • Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Who We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are looking for...


  • Dublin, Dublin City, Ireland Allied Irish Bank Full time

    Social network you want to login/join with:col-narrow-leftClient:Allied Irish BankLocation:Dublin, IrelandJob Category:Other-EU work permit required:Yescol-narrow-rightJob Reference:536b197949ddJob Views:7Posted:21.06.2025Expiry Date:05.08.2025col-wideJob Description:Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin...


  • Dublin, Dublin City, Ireland Allied Irish Bank Full time

    Social network you want to login/join with:col-narrow-leftClient:Allied Irish BankLocation:Kildare, IrelandJob Category:Other-EU work permit required:Yescol-narrow-rightJob Reference:f287ebae4c82Job Views:5Posted:21.06.2025Expiry Date:05.08.2025col-wideJob Description:Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare...


  • Dublin, Dublin City, Ireland Cornmarket Full time

    Social network you want to login/join with:At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and...


  • Dublin, Dublin City, Ireland Allied Irish Banks Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertLocation/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site)Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.We are...