LHK 2025

Job Title: Financial Advisor Company Overview

Established in 1938, LHK Group one of the oldest family owned and managed brokers on the island of Ireland and one of the few remaining independently owned brokers in the Irish market. We remain committed to the core values of integrity, personalised service and a deep understanding of our clients' unique needs across our portfolio of services. In 2024, Finance One became part of the LHK Group after a majority stake in the company was acquired. The acquisition enables the Group to deliver a broader range of services to their clients to include insurance, wealth management, pensions, investments, employee benefits and mortgage advisory services to private individuals and commercial clients nationally. The Finance One business merged with LHK in September 2024. Our business operates from 2 Leinster based locations, Dublin and Drogheda.

Core Role Objective

As highly motivated and experienced Financial Advisor, the candidate will be responsible for providing

comprehensive financial advice to clients, with a strong focus on Retirement Planning, Investments and

all areas of Life, Serious Illness, and Income Protection Insurance. The role involves driving new business

development activity from their own and prospect database(s) and developing a robust new prospect

pipeline with the aim of developing a substantial book over a 4-5 year period. The successful candidate

will service an existing client base in Dublin and the surrounding areas. Administrative support will be

available.

Key Responsibilities

• Management and maintenance of database and development of pipeline to achieve individual

budget as agreed annually

• Manage and build relationships with an existing client base

• Grow and develop the existing client base through lead generation, referrals and sourcing of

new clients

• Conduct regular financial reviews with clients

• Analyse clients’ financial goals and recommend appropriate life insurance and pension products.

Provide detailed information to clients about product features, benefits and risks.

• Identify and pursue new business opportunities to expand the client base. Achieve agreed

annual sales targets. Record all activity on the internal reporting tools and remain disciplined to

the sales process.

LHK 2025

• Networking – internally with other business units, within the sector, and with external

specialists

• Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics

of the company

• Maintain up to date client records and ensure high standard of client files on the dedicated CRM

system.

• Adherence to the LHK values and a commitment to maintaining and developing the brand

integrity at all times

Necessary Skills / Qualifications

• Bachelor’s degree in business, finance, or a related field (desirable)

• Industry Specific Qualifications: QFA (essential), RPA (desirable), AIIPM (desirable), CFP

(desirable)

• Technical knowledge of all financial products in the marketplace

• Minimum of 2-3 year’s sales experience within the Life and Pensions industry, preferably in a

broker environment

• Proven track record of working to and achieving annual sales targets

• Good understanding of relevant regulatory requirements

• Strong interpersonal skills with the ability to build and maintain solid client relationships

• Strong self-awareness and self-presentation

• Professional demeanor

• Proficient IT skills with working knowledge of Microsoft Excel and Word

• Work well under pressure and as part of a financial planning team

• Full driving license and personal vehicle

• Compliant with CPD requirements

Remuneration

• Salary will be commensurate with experience

• 23 days annual leave

• Bonus and commission structure

• Defined Contributory Pension Scheme

• Death in Service and Income Protection Cover

• Employee Assistance Programme

• Examinations/further study sponsored where relevant to role

• Business expenses

• Laptop and Company mobile phone

• Free parking