Financial Planner – Entry Level

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Job: Financial Planner – Entry Level

Salary: Negotiable
Role Type: Permanent

Job Description

Irish Pensions & Finance (IPF) are an established brokerage operating since 1993 countrywide. Our head office is based in Dublin 15.

Why choose IPF for your career?

  • Over 23,000 clients.
  • 147 Union Sponsored Schemes in the Public Sector.
  • ‘Career Path’ programme.
  • Very competitive package.
  • Full back-office/marketing support.
  • 25 existing Financial Advisors who have come through the Career Path programme.

Key Responsibilities:

  • Setting up & managing appointments for Financial Advisors.
  • Setting up group meetings in the Public Sector.
  • Reviewing/Up-selling existing customer benefits.
  • Field work with Financial Advisors.

Skills & Experience Required:

  • APA qualification preferred.
  • Sales experience preferred.
  • Must have an interest in developing a long-term career in financial services.
  • Must have integrity/a client-centred approach.
  • Willingness to meet and exceed targets.
  • Driving ambition to achieve goals.
  • Ability to work as part of a team.
  • An understanding of the relationship between hard work and success.
  • A desire to constantly learn and improve.


  • OTE Year 1 €42k (basic, bonuses, commission)
  • OTE Year 2 €50k
  • OTE Year 3 €70k
  • OTE Year 4 €90k +

Career Incentive & Benefits:

  • Mentoring.
  • Ongoing training and development through our Career Path programme.
  • Regular reviews of career progress.
  • Full compliance, administrative and marketing training / support.
  • Pension & Life Cover Benefits after two years.
  • Paid support for any remaining QFA exams.
  • Finance towards further education once established (RPA/CFP).

We only take on the very best, so if you feel you have what it takes, please send your CV along with a cover letter stating why you are an excellent candidate and what you feel you could bring to this role.

Contact Details

Name: Sean Dunleavy
Email: [email protected]
Contact Number: 018298500