Financial Guidance Coach

Engage People Recruitment; Dublin; On-site; EUR 30,000 - 45,000; Full time

Benefits offered by this job

Pension

Income Protection

Death in service

Health Insurance subsidy

Job summary

Engage People Recruitment in Dublin is seeking a candidate to build a career in financial services with direct client exposure across pensions, planning, protection and investments. You will work with experienced financial advisers and gain meaningful exposure to clients and products from an early stage.

You should be a confident communicator, have a third-level degree, and be motivated to develop a long-term career in financial services, including potential progression within the industry.

Qualifications

• You have a third-level degree; financial services knowledge would be an advantage.
• You are organized, numerate and interested in developing a long-term career in financial services.

Responsibilities

• Speak with employees and clients about financial circumstances and goals.
• Provide guidance across pensions, financial planning, protection and investments.
• Support clients with queries relating to their personal wealth and financial plans.
• Work with regulated advisers to ensure clients receive the right level of support.
• Assist advisers with diary management, client activity and related administration.
• Build knowledge of pensions, taxation, investments, insurance and regulatory developments.
• Help make financial information easier for clients to understand and act on.
• Continue developing professional and technical knowledge as your career progresses.

Skills

Communicator

Client interaction

Numeracy

Education

Third-level degree

Job description

If you are looking to build a career in financial services while gaining meaningful exposure to both clients and financial products, this is an opportunity to develop a broad foundation. You will join a growing financial wellbeing business where education, service and helping people make better financial decisions are central to the role.

You will work directly with clients, providing practical financial guidance across areas such as pensions, financial planning, protection and investments. Alongside this, you will work closely with experienced financial advisers, giving you exposure that can open up several potential career paths within financial services.

What you'll be doing

• Speak with employees and individual clients about their financial circumstances and goals.
• Provide guidance across pensions, financial planning, protection and other areas of personal finance.
• Support clients with queries relating to their personal wealth and financial plans.
• Work closely with regulated financial advisers to ensure clients receive the right level of support.
• Assist advisers with diary management, client activity and related administration.
• Build your knowledge of pensions, taxation, investments, insurance and regulatory developments.
• Help make financial information easier for clients to understand and act on.
• Continue developing your professional and technical knowledge as your career progresses.

Is this you?

• You are a confident communicator who enjoys working with people and explaining information clearly.
• You have a third-level degree; financial services experience or knowledge would be an advantage.
• You are organised, numerate and interested in developing a long-term career in financial services, including potentially working towards the QFA.

What's on offer

• Pension
• Income Protection
• Death in service
• Health Insurance subsidy
• Direct client exposure from an early stage
• Broad exposure across financial planning, pensions, protection and investments
• The opportunity to work alongside experienced financial advisers
• A role that can create multiple future career paths within financial services
• The chance to join a growing business with a strong focus on financial education and client service