Financial Advice Analyst

Engage People Recruitment; Dublin; Hybrid; EUR 32,000 - 35,000; Full time

Benefits offered by this job

Hybrid work model

Bonus

Comprehensive training

Diverse client exposure

Progression opportunities

Job summary

Engage People Recruitment in Ireland is seeking a candidate to join a growing financial wellbeing organisation. You will deliver engaging financial education and provide one-to-one guidance across personal finance topics, working closely with experienced financial advisers while building your own knowledge and professional qualifications.

The role offers a hybrid working model, a supportive team culture, comprehensive training, exposure to a diverse client base, and genuine opportunities for

Qualifications

• Experience in financial services with an interest in pensions and personal financial planning.
• Able to present information clearly to varied audiences.
• Willingness to work towards professional qualifications such as the QFA.

Responsibilities

• Deliver financial education seminars, webinars and online presentations.
• Provide financial guidance to employees after education sessions.
• Support clients with pensions, financial planning and protection queries.
• Research and develop engaging educational content.
• Build relationships with financial advisers and client contacts.
• Assist with diaries and administrative tasks using internal systems.
• Keep up to date with pensions, taxation and financial services legislation.
• Contribute ideas to improve client engagement and programmes.

Skills

Public speaking

Financial education

Interpersonal skills

Education

Bachelor's degree

Tools

Internal systems

Job description

Build a career where your work genuinely makes a difference to people's financial future.

This is an opportunity to join a growing financial wellbeing organisation that believes education is the foundation of better financial decisions. You'll receive excellent training, work alongside experienced financial professionals, and gain exposure to a wide variety of client situations while developing your own expertise.

With modern offices, a collaborative culture, and a proven track record of promoting from within. If you're looking for a position with genuine career progression and continuous learning, this is one worth exploring.

The role

You'll support employees from a broad range of organisations by delivering engaging financial education and providing one-to-one guidance across a variety of personal finance topics. You'll work closely with experienced financial advisers while building your own knowledge and professional qualifications.

Key responsibilities

• Deliver financial education seminars, webinars and online presentations.
• Provide financial guidance to employees following education sessions.
• Support clients with pensions, financial planning and protection queries.
• Research and develop engaging educational content.
• Build strong relationships with financial advisers and client contacts.
• Manage adviser diaries and administrative activities using internal systems.
• Keep up to date with changes in pensions, taxation and financial services legislation.
• Contribute new ideas to improve client engagement and educational programmes.

Is this you?

• Experience within financial services, with a strong interest in pensions and personal financial planning.
• Confident presenting information and communicating complex topics in a simple, engaging way.
• A third-level degree and a willingness to work towards professional qualifications such as the QFA.

What's on offer

• €32,000-€35,000 salary plus bonus.
• Strong benefits package.
• Hybrid working model.
• Comprehensive training and ongoing professional development.
• Exposure to experienced financial advisers and a diverse client base.
• Genuine opportunities for internal progression.
• Modern office environment and supportive team culture.