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Junior Financial Advisor
Limerick, County Limerick, Ireland • Vollzeit
Bewerben Sie sich als Erste/r!
- Erfahrung
- Beliebig
- Gehalt
- —
- Stellenangebote
- 1
- Veröffentlicht
- vor 4 Tagen
- Work mode
- Im Büro
- Ausbildung
- QFA or APA qualification
- Eligibility
- Candidates with QFA or APA qualifications and experience in financial services administration, life and pensions, wealth management, or financial planning are encouraged to apply.
- Resume
- Required to apply
Where you'll work
Stellenbeschreibung
Role overview
An established brokerage in Limerick is seeking a trainee-level financial advisor to join its team. This opportunity is well suited to someone with experience in financial services administration who is ready to move into a more advisory-focused position and build a long-term career in financial planning.
What you will do
- Help deliver financial planning advice by ensuring client recommendations are aligned with their objectives and financial position.
- Work alongside senior advisors to prepare advice relating to pensions, investments, and protection.
- Attend client meetings to gain direct exposure to the advisory process.
- Assist with client review work, including document preparation and follow-up actions.
- Maintain compliance standards while coordinating with internal teams to support smooth client servicing.
Candidate profile
- QFA qualified, or APA qualified.
- Background in life and pensions, wealth management, or financial planning.
- Good communication and people skills.
- Strong organisation, accuracy, and attention to detail.
Compensation and benefits
- Uncapped commission structure.
- Competitive salary package.
- Clear progression opportunities.
- Death in service cover.
- Pension contribution.
- Income protection.
Application guidance
Interested candidates can submit an application through the usual portal or share a CV directly with the hiring team. A confidential conversation can also be arranged by phone.