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Trainee financial advisor - limerick

Limerick
Internship
Engage People Recruitment
Financial advisor
Posted: 11 June
Offer description

OverviewA growing Financial Services brokerage in Limerick is looking to hire a Trainee / Junior Financial Advisor as part of a structured long-term development pathway into Financial Advice.This is an excellent opportunity for someone who wants to build a career in Financial Planning within a supportive and collaborative environment. You'll receive hands-on mentoring, structured training, and direct exposure to experienced advisors, with a clear progression route into a client-facing advisory position.RoleDuring the initial training and onboarding phase, you will support the wider team across administration, client servicing, and paraplanning activities while building your technical knowledge and industry experience. Following this development period, you will progress into a Financial Advisor role with the opportunity to manage and develop client relationships directly.ResponsibilitiesSupporting advisors with day-to-day administration and client servicingAssisting with compliance documentation and client recordsPreparing documentation for client meetings and recommendationsSupporting research and paraplanning activitiesManaging client queries and maintaining excellent service standardsDeveloping knowledge across pensions, investments, and protection productsConducting client reviews and fact-finds as you progressBuilding and developing long-term client relationshipsQualificationsQFA qualified or currently working towards qualificationStrong communication skills with a professional and personable approachMotivated, eager to learn, and interested in building a career in Financial AdviceWhat’s on offer€36,000 - €40,000 starting salaryStrong commission structure following progression into advisory roleStructured pathway into Financial AdviceDedicated mentoring and ongoing coaching from experienced professionalsStudy support and continued professional developmentPension contribution and death in service benefitOpportunity to join a growing and well-established brokerageLong-term progression opportunities within a supportive environmentHow to applyTo find out more about this opportunity, contact Michael Gorman directly or apply with your CV below."Engage People is a multi-award-winning recruitment agency. We specialise across Accountancy, Financial Services, Technology, and Real Estate. To learn more about how we help create winning partnerships between professionals and organisations, get in touch today.
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