Trainee Financial Advisor-Portlaoise

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

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