Trainee Financial Advisor: Onsite Training, Uncapped Pay

Sigmar Recruitment; Leinster; On-site; EUR 30,000 - 52,000; Full time

Job summary

Sigmar Recruitment is seeking a Trainee Financial Advisor to join the Portlaoise office. You will identify and convert sales opportunities from an existing client portfolio and inbound enquiries, while delivering advice across protection, pensions, savings and investments, mortgages, and financial planning.

The role is fully onsite for training with the potential for hybrid work later, and requires some QFA progress or willingness to undertake the qualification, plus customer service or sales

Qualifications

• At least 1 year in a customer service or sales role in banking or insurance.
• Have completed some QFA modules or be willing to undertake the QFA qualification.
• Excellent communication and relationship-building with clients and colleagues.

Responsibilities

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

Skills

Customer service experience

Sales experience

Communication skills

Relationship-building

Education

QFA modules

Job description

Sigmar Recruitment is seeking a Trainee Financial Advisor to join the Portlaoise office. You will identify and convert sales opportunities from an existing client portfolio and inbound enquiries, while delivering advice across protection, pensions, savings and investments, mortgages, and financial planning.

The role is fully onsite for training with the potential for hybrid work later, and requires some QFA progress or willingness to undertake the qualification, plus customer service or sales