Digital Financial Advisor vacancies
Dublin, IE
- Full Time Permanent position
- Hybrid role based
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)
Team Background
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 experienced 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.
Key Responsibilities:
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.
The Ideal Person should excel at:
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:
Communicating your financial advice knowledge, using your strong presentation skills and friendly demeanour – so you make complex financial guidance accessible and engaging for a diverse range of audiences.
Representing Irish Life with Pride:
Present a strong, welcoming, and professional image that reflects the values of Irish Life.
Key Competencies
Fitness & Probity:
This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity. Further details on this due diligence process are available from HR.
About us
Irish Life holds a unique position in Ireland as the only financial group servicing the health and financial needs of people and corporates, through a leading range of pensions and investments, income and life protection, and health insurance.
Backed by the strength of our parent company Great-West Lifeco, we use international insights to meet local customer needs, delivering world class services powered by over 3000 employees, our expertise and technology.
We now have relationships with over 1.6 million people – that’s about 1 in 3 people in Ireland.* While we’re also the chosen partner for 8 out of 10 of Ireland’s largest local companies, and 27 of the 30 largest multinational employers based in Ireland.
We support and help communities right across Ireland in a range of meaningful ways – for example sponsoring the Irish Life Dublin Marathon and Irish Life GAA Healthy Clubs program, and through our support for a wide range of initiatives including our Staff Charities, which champion local and national charities.
We’re also playing our part when it comes to sustainability - through sustainable investing and our commitment to a future with net zero operations and net zero asset management. And with the redevelopment of our landmark primary office in Abbey Street, Dublin 1, to a Near Zero Energy Building, we’ll provide modern working environments for our people’s wellbeing, all the while supporting the delivery of our net-zero ambitions.
Whether it's making investing simpler, life insurance more accessible, health and wellness easier or retirement plans clearer, Irish Life help more people in Ireland to enjoy a better life today and build better futures.
The company reserves the right to draw up a shortlist as part of the selection process. Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.
Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued. We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.
We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.
If you require any accommodations during the recruitment process please contact lifecareers@irishlife.ie and we will be delighted to ensure you are fully supported to be your best.
ILFS supports Equal Opportunity and is regulated by the Central Bank of Ireland.