We are hiring for a exciting Trainee Financial Advisor opportunity for an Highly Reputable Brokerage Firm based in Limerick!
This is an great opportunity for an experienced Financial Services Administrator who is looking to progress within their career!
The Role:
Support the delivery of financial planning advice by helping align client recommendations with their goals and financial circumstances
Assist senior advisors with preparing recommendations across pensions, investments, protection, and attend client meetings for exposure to the advice process
Support client reviews by preparing documents, completing follow-ups, maintaining compliance standards, and working with internal teams
Ideal Candidate:
QFA qualified (or APA Qualified)
Experience within Life & Pensions, Wealth Management & Financial Planning
Strong communication and interpersonal skills
Strong organisational skills and attention to detail
Benefits / Perks:
Competitive salary package
Great Progression Path
Death In Service
Pension Contribution
Income Protection
Please apply through the portal OR you can send your CV to khickey@eirkoo.ie if you are interested in this opportunity. You can also phone (01) 699 1200 and ask for Kate if you would prefer to have a confidential chat.
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