Life And Pensions Financial Advisor

Description:

We’re looking for an ambitious Life and Pensions Financial Advisor to join our warm, collaborative, and highly experienced Financial Planning & Advisory team. This is your chance to work with an established client base in Cork, Dublin, Limerick, or Galway, while also developing new relationships that will shape the financial wellbeing of individuals and families in your community.

In this role, you’ll go beyond numbers and policies — you’ll help clients prepare for life’s milestones, protect what matters most, and make confident, informed financial decisions. With a supportive team behind you and a strong reputation in the market, you’ll have the tools, knowledge, and brand to succeed.

What You’ll Be Doing
 

• Nurturing and growing relationships with our valued existing clients, becoming their trusted adviser.
• Conducting regular financial reviews to provide personalised advice on Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection.
• Expanding the client base through referrals, lead generation, and networking in your local community.
• Meeting and exceeding agreed sales targets while keeping client needs at the heart of everything you do.
• Ensuring all work meets regulatory standards and aligns with the company’s high ethical values.
   

If you’re driven, client-focused, and passionate about helping people secure their future, this is an opportunity to join a team that will invest in your growth as much as you invest in your clients.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Qualifications

The Requirements
 

• QFA and RPA qualified
• CFP qualification an advantage
• Technical knowledge of all financial products in the marketplace, importantly; Pensions and Life Assurance.
• All Inclusive sales experience within the Life and Pensions industry, preferably in a broker environment
• Holds a full drivers license
• Have a proven track record of working to and achieving sales targets
• Possess a strong understanding of relevant regulatory requirements.
• Interpersonal skills with the ability to build and maintain solid client relationships
• Proficient IT skills with working knowledge of Microsoft Excel and Word
• Be able to work well under pressure and as part of a sales team