Core Role Objective
As highly motivated and experienced Financial Advisor, the candidate will be responsible for providing comprehensive financial advice to clients, with a strong focus on Retirement Planning, Investments and all areas of Life, Serious Illness, and Income Protection Insurance. The role involves driving new business development activity from their own and prospect database(s) and developing a robust new prospect pipeline with the aim of developing a substantial book over a 4-5 year period. The successful candidate will service an existing client base in Dublin and the surrounding areas. Administrative support will be available.
Key Responsibilities
• Management and maintenance of database and development of pipeline to achieve individual budget as agreed annually.
• Manage and build relationships with the existing client base, adhering to the segmentation strategy and service proposition model.
• Grow and develop the existing client base through lead generation, referrals and sourcing of new clients, leveraging opportunity within the General Insurance and mortgage book.
• Identify and pursue new business opportunities to expand the client base and grow own portfolio. Achieve agreed annual sales target of c €400k. Record all activity on the internal reporting tools and remain disciplined to the sales process.
• Conduct regular financial reviews with clients using systems and tools available.
• Analyse clients’ financial goals and recommend appropriate life insurance and pension products. Provide detailed information to clients about product features, benefits and risks.
• Networking – internally with other business units, within the sector, and with external specialists.
• Support the Private Clients Lead to build a high performing and motivated advisor team with clear standards, coaching and defined responsibilities.
• Host internal training sessions across on relevant topics.
• Support the implementation of the Centralised Investment Proposition and migrate legacy book to this structure.
• Lead by example with the use of core systems at each stage of the client journey to drive efficiency, productivity and enhance service delivery.
• Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the company.
• Adherence to the LHK values and a commitment to maintaining and developing the brand integrity at all times.
This job description is not meant to be definitive and may be amended to meet the changing needs of the Company.
Please send your CV and cover letter toÂ






































































