Overview
A 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.
Responsibilities
Supporting advisors with day‑to‑day administration and client servicing
Assisting with compliance documentation and client records
Preparing documentation for client meetings and recommendations
Supporting research and paraplanning activities
Managing client queries and maintaining excellent service standards
Developing knowledge across pensions, investments, and protection products
Conducting client reviews and fact‑finds as you progress
Building and developing long‑term client relationships
Qualifications
QFA qualified or currently working towards qualification
Strong communication skills with a professional and personable approach
Motivated, eager to learn, and interested in building a career in Financial Advice
Benefits
€36,000 – €40,000 starting salary
Strong commission structure following progression into advisory role
Structured pathway into Financial Advice
Dedicated mentoring and ongoing coaching from experienced professionals
Study support and continued professional development
Pension contribution and death in service benefit
Opportunity to join a growing and well‑established brokerage
Long‑term progression opportunities within a supportive environment
How to apply
To find out more about this opportunity, contact Michael Gorman directly or apply with your CV below.
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