Trainee Financial Advisor
Location: Republic of Ireland, Louth, Dundalk
Industry: Wealth Management & Insurance
Salary: £30000.00 - £35000.00 per annum + + Commisson
Contacts: Louise Quinn, louise.q@honeycomb.jobs
Job Ref: BBBH53800
Expiry date: 2024-10-14
Honeycomb is partnering with a high performing Wealth Management company based in Dundalk, to recruit for a Trainee Financial Advisor. The role is full time and permanent and would suit a FS Admin / Paraplanner who has their QFA and is looking to move into a Sales driven Advisory position. Full training will be given, starting with a warm portfolio of established clients.
The Company
The Wealth Management firm is well established and has a large portfolio of clients including high profile accounts. They have lovely offices based in Dundalk town and have long standing staff members and a wonderful supportive culture.
The Role
Our client is looking for 1-2 driven individuals who are focused on a Sales based Advisory role. Full traiing and support will be given and would suit a FS Admin or Paraplanner looking to progress their career. The successful candidate must have full QFA. Experience in Life & Pension work is required.
Typical duties will include:
- Manage and advise a portfolio of Group Pension schemes.
- Cross sell Life & Insurance products
- Financial administration
- Build strong relationships with existing & new customers
- Interact with providers, ensuring applications progress to completion.
- Manage the sales process end to end.
Essential Criteria
- QFA
- 1-2 years experience working as a FS Admin or Paraplanner
- Sales focused individual that thrives in a KPI driven environment
Package
- Salary is based on skills & experience
- Commission Structure
To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Honeycomb is committed to providing equality of opportunity to all.