Skip to content

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.

Expired
Looking to hire top talent?
Get in touch today.
NI Chamber Members
FSQS
Equality Commission Mental Health Charter
Cyber Essentials
Belfast Business Promise
Belfast Chamber
REC
IoD
Disability Confident
JAM Card
Climate Action Pledge
Retail NI
Tech Talent Charter
3Core