Junior Financial Advisor | Growth Path to Advisor in Dublin

FRS Recruitment; Dublin; On-site; EUR 40,000 - 60,000; Full time

Job summary

FRS Recruitment is seeking a Financial Advisor Associate / Junior Financial Advisor for a well-established Dublin financial advisory firm. The role is suited to a QFA-qualified or near-qualified professional at an early stage of their financial advisory career, offering development within a professional team.

The position covers client administration, financial services support and exposure to the advisory process, providing a strong platform to progress toward becoming a fully qualified

Qualifications

• 2+ years’ experience within financial services, ideally in advisory, administration or support.
• Experience across pensions, investments, life assurance or wealth management.
• Progression towards becoming a Financial Advisor.

Responsibilities

• Working closely with Financial Advisors on day-to-day management of client accounts.
• Supporting clients across pensions, investments, life assurance and wealth management.
• Preparing client reports, review documentation and financial planning paperwork.
• Processing new business and maintaining accurate client records.
• Liaising with clients, product providers and financial institutions.
• Assisting with client reviews and ongoing account administration.
• Supporting the preparation of recommendations and advisory documentation.
• Ensuring all processes and documentation meet regulatory requirements.
• Developing a strong understanding of the financial planning and advisory process.

Skills

Communication skills

Attention to detail

Organisational skills

Interpersonal skills

Multitasking

MS Office

Education

AQFA / QFA or working towards

Job description

FRS Recruitment is seeking a Financial Advisor Associate / Junior Financial Advisor for a well-established Dublin financial advisory firm. The role is suited to a QFA-qualified or near-qualified professional at an early stage of their financial advisory career, offering development within a professional team.

The position covers client administration, financial services support and exposure to the advisory process, providing a strong platform to progress toward becoming a fully qualified