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Junior Financial Advisor

Eirkoo

Limerick, County Limerick, Ireland · 全职

抢先申请

经验
任何
薪水
职位空缺
1
发布
2周前
工作模式
在办公室
学历
QFA or APA qualification
合格
Candidates with QFA or APA qualifications and experience in financial services administration, life and pensions, wealth management, or financial planning are encouraged to apply.
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需要申请

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职位描述

Role overview

An established brokerage in Limerick is seeking a trainee-level financial advisor to join its team. This opportunity is well suited to someone with experience in financial services administration who is ready to move into a more advisory-focused position and build a long-term career in financial planning.

What you will do

  • Help deliver financial planning advice by ensuring client recommendations are aligned with their objectives and financial position.
  • Work alongside senior advisors to prepare advice relating to pensions, investments, and protection.
  • Attend client meetings to gain direct exposure to the advisory process.
  • Assist with client review work, including document preparation and follow-up actions.
  • Maintain compliance standards while coordinating with internal teams to support smooth client servicing.

Candidate profile

  • QFA qualified, or APA qualified.
  • Background in life and pensions, wealth management, or financial planning.
  • Good communication and people skills.
  • Strong organisation, accuracy, and attention to detail.

Compensation and benefits

  • Uncapped commission structure.
  • Competitive salary package.
  • Clear progression opportunities.
  • Death in service cover.
  • Pension contribution.
  • Income protection.

Application guidance

Interested candidates can submit an application through the usual portal or share a CV directly with the hiring team. A confidential conversation can also be arranged by phone.

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