Financial Advisors (Digital Advice)

Multiple Roles Available!

Financial Advisors Digital Advice - Permanent

Location:

Dublin City & Dundalk with Hybrid working options (Approximately 2 days in the office and 3 days from home weekly)

Company:

Irish Life Financial Services Limited

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets. We are one of Ireland’s leading financial services groups with over 1.4 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

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. 

The primary objective of the Senior Digital Financial Advisor is to provide professional advice to individuals on their financial needs through the Irish Life financial advice process, with adherence to Irish Life compliance standards.

Benefits include:

•Pension Schemes

•Health Insurance Allowance

•Annual Bonus

•Share Purchase Plans

•Income Protection

•Life Assurance

•Car Allowance

•Maternity / Parental Leave

•Enhanced Leave (discretionary)

•Comprehensive L&D curriculum

•Exam Leave

•Study Hub & Tuition for QFA/RPA

•Study Support for Business relevant courses

•Secondment Opportunities

•Mentoring Programme

•Sales Commissions

•Call-Centre Commissions

•Flexi time

•Holiday Pay

•Sports & Social

•Staff Charities

•Bike 4 Work Scheme

•Wellbeing facilities and initiatives

•Digital Doctor

•Illness Cover

•Medical Aid & Benevolent Fund

Key Accountabilities

Key responsibilities of the role include, but are not limited to: 

• Conduct financial reviews with customers over Microsoft Teams and recommend products in adherence to Irish Life compliance standards

• Provide professional best advice in developing clear financial plans for new and existing clients, while delivering superior customer satisfaction

• Ensure compliance with Company policies, regulatory and professional requirements

• Adhere to appropriate risk management procedures to control, monitor and report on business activities

• Achieve challenging performance targets, working to agreed targets and standards

• Responsible for Inbound/Outbound engagement to new and existing customers

• Capacity to answer a wide range of queries and solve problems for customers

• Proactively protect, maintain and develop existing Client Bank

• Keep up to date with all changes in the commercial environment and completes Continual Professional Development (CPD) on an ongoing basis

Desired Knowledge / Experience / Skills

The successful candidate should ideally possess the following:

• Possess QFA (have passed all ‘Qualified Financial Advisor’ exams) and be up to date on all CPD requirements

• Existing experience in providing financial advice to customers a distinct advantage

• Knowledge and understanding of regulatory and compliance requirements of Irish Life and the Central Bank

• Excellent communication skills including verbal, written & listening

• Ability to work on own initiative and as part of a team

• Excellent telephone manner and etiquette

• Ability to present a strong professional image of Irish Life

• Relevant 3rd Level Qualification would be an advantage

• The minimum educational standard is a Leaving Cert (or its equivalent internationally). The Leaving Cert results must have at least two subjects with a Higher Level grade of C3 or better and a minimum of a pass in Maths and English. If the applicant has sat the Leaving Cert exam more than ten years prior to applying, it is at the discretion of the company to allow you progress

Behavioural Competencies

• Communication and Influencing

• Drive for Results

• Planning & Organising

• 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 HR.

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.

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