by Terence O'Hara | Mar 4, 2025
Job Title: Financial Advisor
Established in 1938, my client is one of the oldest independently owned brokers in Ireland, providing insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services. With offices in Dublin and Drogheda, they offer expert financial solutions to private and commercial clients nationwide.
My client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role involves developing new business, managing an existing client base, and building a strong pipeline over a 4-5-year period. Hybrid role based in Dundrum with administrative support provided.
This role offers a competitive salary of up to €75,000 DOE, along with a generous bonus and commission structure. The hybrid working model is based in Dundrum, providing flexibility and work-life balance. Additional benefits include 23 days annual leave, 10 days paid sick leave, and a Defined Contributory Pension Scheme. Employees also receive Death in Service & Income Protection Cover, access to an Employee Assistance Programme, and sponsorship for exams and further study. A company laptop and mobile phone are provided, along with free parking for added convenience.
Key Responsibilities for the Financial Advisor
- Develop and maintain a pipeline of new business opportunities.
- Manage and grow relationships with existing clients.
- Conduct financial reviews and provide tailored recommendations.
- Ensure compliance with regulatory requirements.
- Maintain accurate client records on the CRM system.
Skills & Qualifications for the Financial Advisor
- QFA qualification (essential); RPA, AIIPM, CFP (desirable).
- 2-5 years’ sales experience in Life & Pensions, ideally in a broker environment.
- Strong technical knowledge of financial products.
- Proven ability to meet annual sales targets.
- Excellent interpersonal and communication skills.
- Full driving license and personal vehicle required.
- Compliance with CPD requirements.
by Terence O'Hara | Mar 4, 2025
Excellent new opportunity for a Senior Financial Advisor to join a well know company on a permanent basis. This is a hybrid role based in Kilkenny with a salary of up to €70,000 DOE available. There is also an excellent commission structure in place and excellent company benefits.
The task and responsibilities for the Senior Financial Advisor:
- Experience working in financial services providing financial advice to individuals and businesses.
- A strong client service ethic.
- Excellent communication skills.
- Enthusiasm with an eagerness to learn.
- Advises clients on Pensions, Investments, Protection, and Savings.
- Operates as a multi-agency intermediary focused on long-term value.
- Builds trusted advisor relationships over decades.
- Helps clients achieve financial freedom and security.
- Provides connected client care with strong values, processes, and technology.
Qualifications and experience for the Senior Financial Advisor:
- The Senior Financial Advisor is required to be QFA qualified.
- A passion for helping people.
- Ideally, the Senior Financial Advisor will have a minimum of 5 years’ experience in the financial services industry, with a minimum of 2 years providing financial advice to clients.
by Terence O'Hara | Feb 26, 2025
Insurance Advisor
An opening on the Personal Lines has just become available for an Insurance Advisor with a well-known insurance broker in Swords, Dublin. The Insurance advisor will be a permanent member of the team with a salary of up to €40,000 DOE. This is a hybrid role with flexible working available also and parking on site. The company also provides a pension and other great benefits.
As a Personal Lines Insurance Advisor, you will manage a portfolio of clients, providing expert guidance on renewals, adjustments, claims, and new business. This dynamic role offers the chance to deliver exceptional service in a fast-paced environment.
What the Insurance Advisor will do:
- Client Retention: Prepare and issue renewal documents, following up to secure policy renewals for the Personal Lines
- Sales & Service: Offer quotes for motor, home, marine, and travel insurance, manage policy changes, and oversee timely premium collection.
- Target Fulfilment: Achieve goals for renewals and new business while identifying opportunities to cross-sell additional products.
- Portfolio Oversight: Manage your client portfolio with a focus on providing exceptional service and fostering strong relationships.
- Regulatory Compliance: Ensure all activities align with Central Bank regulations and company policies.
The skills and Qualifications of the Insurance Advisor
- Minimum 2 years’ experience in Personal Lines insurance.
- Strong knowledge of the Personal Lines market.
- Superior organisational and problem-solving skills with keen attention to detail.
- APA Personal, CIP, or Grandfathered and fully CPD compliant.
- Proficiency in Relay is a distinct advantage.
- Excellent communication skills and a client-centric approach.
- Ability to work both independently and as part of a team.
by Terence O'Hara | Feb 26, 2025
Excellent new opportunity for an experienced Insurance Team Leader to join a well-known insurance brand in Mullingar, Westmeath. This is a permanent role with commission/ bonus and excellent benefits on offer. The salary available for the Insurance Team Leader is up to €35,000 and can sometimes go higher.
The primary responsibility of the Insurance Team Leader is to manage a team and ensure the seamless daily operation of sales and support activities.
Duties for the Insurance Team Leader:
- Motivate and inspire the team to achieve KPIs and targets, fostering a results-oriented environment.
- Conduct regular one-to-one performance reviews and weekly call evaluations to maintain quality and compliance.
- Provide leadership, support, and development to team members, leveraging individual strengths to optimize performance.
- Efficiently oversee daily operations and workflow, ensuring adherence to company systems and procedures.
- Foster a learning environment to enhance knowledge transfer and team growth.
- Handle complex and escalated queries as a point of referral.
- Collaborate with colleagues to meet overall targets and compliance requirements.
- Maintain up-to-date knowledge of the company’s product range and industry regulations.
- Perform additional duties as required by management.
Experience and Qualification for the Insurance Team Leader
- APA or CIP Qualified or working towards
- 1 plus years working in the Insurance Industry
- Experience with people management
by Terence O'Hara | Feb 26, 2025
New opportunity for a Personal Lines Insurance Executive to join a well-known insurance brand in Dublin 18. This is a permanent position with a salary of €34,000 on offer with an excellent commission structure in place for additional earnings. There are also excellent opportunities for growth and development with great benefits available also.
The Job:
Sales and Activity Management:
- Work with team manager on call flows and volumes of calls.
- Dealing with web and queries from clients and close out sales across a suite of products.
- Coach customers through the sales process, providing benefits and covers
- Outbound to potential customers to advise of products and covers available and close out sale.
- Work on specific campaigns with the team manager on driving additional sales
- Customer Relationship Management:
- Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with queries, quotes etc.
Customer Service:
- Portray a professional image to meet or exceed customer service standards
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration:
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets Compliance:
- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements:
- Preferable to have a strong sales or customer service background
- At least 1 years relevant Insurance experience
- Compliant with the Central Bank Minimum Competency Requirements – APA (Personal General Insurance) as a minimum requirement with a willingness to progress to further educational qualifications as required.
- An enthusiastic and flexible approach
- The ability to work in a fast paced, constantly evolving environment.
- Strong IT skills. Relay/Applied knowledge an advantage
Person Specification:
- Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
- The ability to prioritize workloads and adapt to unforeseen events
- A good degree of personal organization and a structured approach to time and resource management
- Commitment to their own professional development
- Sales Driven, enjoys fast paced sales activity.
- Customer focused, working always with the customer first approach in line with the companies culture
- Demonstrate strong Product & Technical Knowledge with willingness to become a product expert
