Financial Advisor - LHK Group

We are seeking a highly motivated and experienced Financial Advisor specialising in life and pensions to join our team.

Core Role Objective

As a 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

Manage and maintain client database and develop a strong prospect pipeline
Build and nurture relationships with an existing client base
Grow the client base through lead generation, referrals, and sourcing new clients
Conduct regular financial reviews with clients
Analyse clients’ financial goals and recommend suitable life insurance and pension products
Provide clear, detailed information on product features, benefits, and risks
Identify and pursue new business opportunities to expand the client base
Achieve agreed annual sales targets and record all activity using internal reporting tools
Network internally across business units and externally within the sector
Ensure compliance with all regulatory requirements and uphold company ethics
Maintain accurate, up-to-date client records on the CRM system (BIS)
Demonstrate commitment to LHK values and maintain brand integrity at all times

Necessary Skills / Qualifications

Bachelor’s degree in Business, Finance, or a related field (desirable)
Industry-specific qualifications:
- QFA (essential)
- RPA (desirable)
- AIIPM (desirable)
- CFP (desirable)
Strong technical knowledge of financial products across the marketplace
Minimum 5–7 years’ sales experience within the Life and Pensions industry, ideally in a broker environment
Proven track record of meeting and exceeding annual sales targets
Solid understanding of relevant regulatory requirements
Excellent interpersonal skills with the ability to build and maintain strong client relationships
High level of self-awareness, professional presentation, and demeanour
Proficient IT skills, including Microsoft Excel and Word
Ability to work effectively under pressure and as part of a financial planning team
Full driving licence and access to a personal vehicle
Compliance with CPD requirements