Trainee Financial Advisor – Onsite Training

Sigmar Recruitment; Portlaoise; On-site; EUR 27,000 - 42,000; Full time

Benefits offered by this job

Fully onsite during training

Hybrid work after training

Job summary

Sigmar Recruitment is recruiting for a Trainee Financial Advisor based in our Portlaoise office. This is a pathway role designed to become Fully Qualified Financial Advisor within a supportive, training-focused environment in an established financial services brokerage.

You will identify sales opportunities from existing clients and inbound enquiries, delivering expert advice across protection, pensions, savings and investments, mortgages, and personal/business financial planning.

Qualifications

• Completed some QFA modules or willing to undertake QFA qualification.
• Excellent communication and relationship-building skills.
• 1+ year experience in customer service or sales in retail banking or insurance industry.

Responsibilities

• Identify and convert sales opportunities from existing client portfolio and inbound enquiries.
• Deliver expert financial advice across protection, pensions, savings and investments, mortgages, and personal and business financial planning.

Education

QFA modules progress

Job description

Sigmar Recruitment is recruiting for a Trainee Financial Advisor based in our Portlaoise office. This is a pathway role designed to become Fully Qualified Financial Advisor within a supportive, training-focused environment in an established financial services brokerage.

You will identify sales opportunities from existing clients and inbound enquiries, delivering expert advice across protection, pensions, savings and investments, mortgages, and personal/business financial planning.