Financial Guidance Coach

Engage People Recruitment; Dublin; On-site; EUR 32,000 - 52,000; Full time

Benefits offered by this job

Pension

Income Protection

Death in service

Health Insurance subsidy

Direct client exposure from an early/初

Broad exposure across financial areas

Opportunity to work with experienced A

Job summary

Engage People Recruitment is seeking a motivated individual to start a career in financial services, gaining exposure to clients and a range of financial products. You will work directly with clients, providing practical guidance across pensions, planning, protection and investments, while learning from experienced advisers.

You will support diary management, client activity and administration, and build knowledge of taxation, regulatory developments and personal wealth strategies to help

Qualifications

• You have a third-level degree; financial services experience or knowledge would be an advantage.
• You are a confident communicator who can explain information clearly.
• You are organised, numerate and interested in a long-term career in financial services.

Responsibilities

• 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.

Skills

Confident communicator

Numerate

Organised

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