Life Insurance Specialist
5 days ago
We are seeking a skilled Financial Planning Advisor to join our dynamic team at Irish Life Group Services Limited. As a key member of our Financial Planning Advice Support Team, you will be responsible for providing expert financial advice to clients, ensuring that their needs and objectives are met through the creation of tailored financial plans.
Responsibilities:
- Develop and implement effective financial plans that meet client needs and objectives.
- Ensure compliance with regulatory and legal requirements, including the Central Bank's Fitness and Probity standards.
- Build and maintain strong relationships with CFP Advisers, Sales Management, and other relevant teams to ensure high-quality service delivery.
- Support the provision of quality advice solutions, working closely with sales management to identify training needs and priorities.
- Collaborate with the team to manage priorities and ensure timely delivery of financial plans.
Requirements:
To be successful in this role, you will need to possess a strong understanding of financial planning principles, with excellent technical knowledge of life and pensions products. A QFA qualification or equivalent is required, along with a willingness to progress towards CFP certification. Strong communication and relationship-building skills are essential, as well as the ability to work effectively in a team environment.
About Us:
Irish Life Group Services Limited is a leading financial institution in Ireland, providing a range of financial services to over 1.4 million customers. We are committed to helping individuals and families achieve their long-term financial goals through our innovative products and services.
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