Digital Financial Advisor

• Full Time Permanent position
• Hybrid role - Nationwide

 

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few. 

Further details on our benefits package can be accessed here Benefits (life-careers.com)

 

Company Values

At Irish Life, our purpose is to help people build better futures. Our company values shape everything we do and underpin our vision of being the driving force behind Ireland’s financial, physical, and mental well-being.

We believe in doing the right thing—acting with integrity and making fair, responsible decisions. We aim high, setting ambitious goals and find better ways to innovate and improve. Our customers are at the heart of everything we do and we are dedicated to understanding their needs and exceeding their expectations.  Achieving this is only possible when we work best together—in a supportive, collaborative environment where every idea and contribution is valued.

 

Role Overview

 

Ready to take your financial expertise to new heights? 

 

At Irish Life we’re passionate about helping the people of Ireland to take care of their financial well-being, so they can live better lives today and build better futures.

 

As part of our continued expansion and business growth plans, we're looking for Digital Financial Advisors to join our Financial Planning team that provide market-leading financial advice. The team provide financial advice remotely, making it easy for people to get the help they need to put a financial plan in place for the future, and to guide them through important milestones like buying a home or planning for retirement. This is an exciting opportunity to provide expert financial advice to such customers, make a real impact, and grow your career in an innovative and rewarding environment. Our Financial Advisors are uniquely positioned to build and develop long standing relationships with a portfolio of new and existing customers. 

What you will help us to achieve

 

Build relationships
Establish and develop relationships with new and existing clients, continuously working to achieve high standards through the Irish Life advice processes.

 

Elevate Client Satisfaction
Establish and develop relationships with the relevant teams and stakeholders both within Irish Life and your
corporate customer base to ensure that customers experience the benefits of the advice process. 

 

Compliance Champion
Ensure compliance with company policies, regulatory standards, and legal requirements, all while providing the best professional advice.
 

What you will need to be successful in the role

 

Proven Success in Helping Others:
Share your wealth of experience in providing financial advice to individuals and businesses, showcasing your track record of successful sales.

 

People-Centric skills:
Embrace a customer-facing role where your warm demeanour and commercial awareness will make a positive impact.

 

Navigating Regulations with Ease:
Detailed knowledge and understanding of regulatory and compliance requirements of Irish Life and the Central Bank of Ireland.

 

Connecting Through Communication:
Shine with excellent communication and interpersonal skills to build lasting relationships with both new and existing customers.

 

Knowing & Growing:
Have the right professional qualifications and an appetite to keep staying ahead. You’ll be a Qualified Financial Advisor and be up to date on all Continuous Professional Development requirements (minimum requirement). Hold or be on the path of obtaining the Retirement Planning Advisor designation. You will also be subject to Fitness and Probity regulation as set out by Central Bank of Ireland.

 

Taking the Initiative and Being part of a Team:
Thrive in an environment where you can take the lead independently and collaborate seamlessly within a team.

 

Making Financial Advice Clear and Engaging: