Financial Wellness 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

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.