{"id":1683774,"url":"https://alion.io/job/howdengroup-financial-planning-advisor-2","title":"Financial Planning Advisor","company":{"id":708547,"name":"Howden","domain":"howdengroup.com","url":"https://alion.io/company/howdengroup-2","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":93,"open_postings":173,"ghost_share":0.023,"stale_share":0.168,"repost_share":0.087,"time_to_fill_p50_days":28,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sligo, Ireland"],"countries":["IE"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":87000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":13},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-02T09:58:21Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T18:40:32Z","board_verified":true,"closed_at":null,"days_open":42,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":41},"description":"Who are we?\nHowden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.\nPeople join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities - work / life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden.\nHowden Ireland are seeking an ambitious and client-focused Financial Planning Advisor to join our growing Life & Pensions Advisory team. For this positionthe successful candidate will play a key role in driving new business growth while delivering high-quality financial planning advice to both new and existing clients.\nAbout the role:\nReporting directly to the Sales Manager, the Financial Planning Advisor will be responsible for identifying client needs, providing tailored financial solutions, and maximising sales opportunities across life assurance, pensions, investments, protection products, and wider financial planning services. The role requires a strong focus on client relationship management, business development, and achieving individual and team growth objectives.\nKey Responsibilities:\nGenerate new business opportunities through referrals, networking, marketing initiatives, and existing client relationships.\n\nIdentify and maximise sales opportunities across all areas of financial planning.\n\nAchieve agreed sales, retention, and business growth targets.\n\nDevelop and maintain a strong pipeline of prospective clients.\n\nCross-sell and introduce additional financial planning solutions where appropriate.\n\nProvide professional advice and recommendations across a wide span of Pension, Planning, Protection, Savings, Investment Solutions and more.\n\nConduct comprehensive financial reviews and fact-finding meetings.\n\nBuild long-term relationships with clients through regular engagement and proactive servicing.\n\nDeliver an exceptional client experience throughout the advice process.\n\nManage and review existing client portfolios to identify additional planning opportunities.\n\nAct as a trusted advisor, providing ongoing support as clients’ financial circumstances evolve.\n\nMaintain full compliance with all Central Bank of Ireland regulations, Consumer Protection Code requirements, and company policies.\n\nEnsure accurate completion and maintenance of all client documentation and records.\n\nComplete suitability assessments and maintain high-quality compliance standards.\n\nKeep up to date with industry developments, legislation, and product changes.\n\nWork closely with the Sales Manager and wider Advisory team to support departmental growth objectives.\n\nCollaborate with colleagues across the brokerage to identify and develop cross-referral opportunities.\n\nShare market knowledge and best practices to support overall team performance.\n\nPrepare and present tailored financial planning recommendations.\n\nEnsure all advice provided is suitable, compliant, and aligned with client objectives.\n\n About You:\nMinimum 3 years’ experience in Life & Pensions, Financial Planning, or Wealth Management.\n\nQualified Financial Advisor (QFA) designation or equivalent recognised financial planning qualification.\n\nStrong knowledge of pensions, protection, investments, and financial planning solutions.\n\nProven ability to achieve and exceed sales targets.\n\nCFP, RPA, SIA, or other advanced financial planning qualifications are desirable.\n\nStrong understanding of retirement and business financial planning strategies.\n\nProfessional and consultative approach to client engagement.\n\nExcellent relationship-building and communication skills.\n\nStrong commercial awareness and client-focused approach.\n\nDemonstrate a market awareness and ability to influence Company Strategy.\n\nAbout Howden Ireland:\nHowden Ireland is part of Howden, the global insurance intermediary group, and has over 600 employees across 28 local offices advising clients on their commercial insurance, personal insurance, health insurance, life and pensions and mortgage requirements. Our success is primarily down to the incredible people we employ.\nFor more information, please visit About Us | Howden Ireland (howdengroup.com)\nWhat do we offer in return?\nA career that you define. At Howden, we value diversity - there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:\nOur successes have all come from someone brave enough to try something new\n\nWe support each other in the small everyday moments and the bigger challenges\n\nWe are determined to make a positive difference at work and beyond\n\nReasonable adjustments\nWe're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.\nIf you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application - if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.\n*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.\nPermanent","description_format":"text","description_chars":5622,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Hybrid work","Retirement plans"],"hiring_locations":[{"name":"Ireland","iso":"IE","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Property & Casualty Insurance","Insurance Brokers & Agencies","Reinsurance"],"lifecycle":[{"event":"open","at":"2026-10-02T09:58:21Z"},{"event":"close","at":"2026-10-11T04:52:22Z"},{"event":"reopen","at":"2026-11-12T23:42:50Z"}],"visa":[],"liveness":{"score":27,"band":"fade","label":"Fading","p_open":1,"p_active":0.749,"p_room":0.36,"age_days":42,"expected_fill_days":28,"reasons":["conf:6","win:tail","crowd:brand"],"computed_at":"2026-11-14T01:14:02Z"},"pay":null,"html_url":"https://alion.io/job/howdengroup-financial-planning-advisor-2","json_url":"https://alion.io/job/howdengroup-financial-planning-advisor-2.json","meta":{"generated_at":"2026-11-14T01:14:02Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":757,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708547},"rest":"https://alion.io/mcp/rest/get_company?id=708547"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fhowdengroup-financial-planning-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fhowdengroup-financial-planning-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fhowdengroup-financial-planning-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/howdengroup-financial-planning-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fhowdengroup-financial-planning-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1683774}},{"tool":"search_jobs","arguments":{"company":"howdengroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1683774},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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