Trainee Financial Advisor-Portlaoise

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

About Your New Employer

Join one of Ireland’s leading financial services brokerages is looking to recruit a Trainee Financial Advisor to be based in the Portlaoise Office.With a supportive culture, a strong emphasis on training and career progression, this is an excellent opportunity to become a Fully Qualified Financial Advisor and to work for a well-established and growing brokerage.

About Your New Job

• You will identify and convert sales opportunities from an existing client portfolio as well as inbound enquiries.
• You will deliver expert financial advice across protection, pensions, savings and investments, mortgages, and personal and business financial planning.

What Skills You Need

• Have completed some modules of the QFA exams or a willingness to undertake the QFA qualification.
• At least 1 year's experience in a customer service or sales role in a retail bank or the insurance industry.
• Excellent communication and relationship-building skills, with the ability to develop strong connections with both clients and colleagues.

What's on Offer

• Highly competitive salary with uncapped commission and bonus potential.
• The role will be fully onsite for training period and potential of hybrid after