Workplace Financial Advisor Opportunities

Location: 

Nationwide, IE

Company:  Irish Life Financial Services Limited
  • Full Time Permanent position
  • Hybrid working model

 

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)

 

 

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 experienced Financial Advisors to join our dynamic Worksite team that provides market-leading financial advice to the employees of many of Ireland’s leading companies. This is an exciting opportunity to provide expert financial advice, make a real impact, and grow your career in an innovative and rewarding environment. 


As part of the Irish Life Group, our Worksite Financial Advisors have access to advise the employees of many of the largest local and international companies based in Ireland. These include for example 8 out of 10 of Ireland’s largest companies, and 27 of the 30 largest multinational employers based in Ireland.   
 

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.
 

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:
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.
 

 

Please note candidates must hold a Qualified Financial Adviser (QFA) certification to be eligible.

 

Key Competencies

Building and Maintaining Relationships
Communication and Influencing
Delivering Superior Customer Satisfaction
Drive for Results
Commercial Awareness
Risk and Control

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 ILFS Human Resources.
 

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. 


We reserve the right to select a shortlist from the applications received. The selection process employed will be at the discretion of the Group.  

ILFS supports Equal Opportunity and is regulated by the Central Bank of Ireland.