Financial Planning Advisor

Howden, A Chart Industries Company

. Generate new business opportunities through referrals, networking, marketing initiatives, and existing client relationships .

Posted 10/20/2026full-timeDrogheda • IrelandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including pensions, investments, and protection products, while maintaining compliance with Central Bank of Ireland regulations. Proven ability to build long-term client relationships and achieve sales targets through consultative engagement and tailored financial solutions.

Highest-signal resume keywords

Qualified Financial Advisor (QFA)Financial Planning SolutionsSales Target AchievementClient Relationship ManagementCompliance with Central Bank Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PensionsInvestmentsProtection ProductsFinancial ReviewsSuitability AssessmentsFinancial Planning StrategiesClient DocumentationPipeline DevelopmentCross-SellingMarket Knowledge

Soft Skills

Relationship BuildingCommunication SkillsConsultative ApproachCommercial AwarenessClient-Focused Approach

Certifications & Qualifications

Qualified Financial Advisor (QFA)CFPRPASIA

Industry Keywords

Life AssuranceWealth ManagementConsumer Protection CodeFinancial PlanningCentral Bank of Ireland Regulations

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Generate new business opportunities through referrals, networking, marketing initiatives, and existing client relationships
Identify and maximise sales opportunities across life assurance, pensions, investments, protection products, and wider financial planning services
Achieve agreed sales, retention, and business growth targets
Develop and maintain a strong pipeline of prospective clients
Cross-sell and introduce additional financial planning solutions where appropriate
Provide professional advice and recommendations across pensions, planning, protection, savings, and investment solutions
Conduct comprehensive financial reviews and fact-finding meetings
Build long-term client relationships through regular engagement and proactive servicing
Deliver an exceptional client experience throughout the advice process
Manage and review existing client portfolios to identify additional planning opportunities
Act as a trusted advisor and provide ongoing support as clients’ financial circumstances evolve
Maintain compliance with Central Bank of Ireland regulations, Consumer Protection Code requirements, and company policies
Complete and maintain accurate client documentation and records
Complete suitability assessments and maintain high-quality compliance standards
Keep up to date with industry developments, legislation, and product changes
Work with the Sales Manager and wider Advisory team to support departmental growth objectives
Collaborate across the brokerage to identify and develop cross-referral opportunities
Share market knowledge and best practices to support team performance
Prepare and present tailored financial planning recommendations
Ensure all advice is suitable, compliant, and aligned with client objectives

Requirements

What you’ll need

Minimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management
Qualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification
Strong knowledge of pensions, protection, investments, and financial planning solutions
Proven ability to achieve and exceed sales targets
Strong understanding of retirement and business financial planning strategies
Professional and consultative approach to client engagement
Excellent relationship-building and communication skills
Strong commercial awareness and client-focused approach
Demonstrate market awareness and ability to influence Company Strategy
CFP, RPA, SIA, or other advanced financial planning qualifications are desirable
Full compliance with Central Bank of Ireland regulations and Consumer Protection Code requirements

Benefits

Comp & perks

Flexible hours may be accommodated as a reasonable adjustment
Hybrid working may be accommodated as a reasonable adjustment
Reasonable accommodations, including software, IT, and office setup adjustments
Career progression opportunities
Work/life balance
Volunteering opportunities
Sustainability-focused culture
Employee ownership culture