Trainee Financial Advisor Our client, a Reputable Brokerage based in the North East, are looking to add an enthusiastic and driven Trainee Financial Advisor to their growing team.
  
The role requires someone who is self-motivated and looking to begin their career as a Financial Advisor. The role will involve working with clients to help them realise their financial goals.
  
The successful candidate will join a team of established Financial Advisors and have a desire to work in a fast-moving environment which is informal and fun but does not compromise on quality.

There are multiple positions available
  
Key responsibilities
  • Maintaining and building relationships with clients of the firm
  • Carrying out fact finds with clients in order to uncover their financial planning needs
  • Providing best class advice to clients with respect to their needs
  • Working towards agreed sales targets in a timely manner
  • Ensuring industry standards are followed and all processes are conducted in accordance with compliance regulations
Skills & Qualification requirements
  • Previous experience in a similar position.
  • Ability to work independently and proactively anticipate client and team needs
  • QFA or working towards
  • Effective time management and decision making skills
  • Ability to express ideas clearly in both written and oral communications
  • Strong Microsoft Word, Excel and PowerPoint skills
  • Excellent communication and interpersonal skills with a desire to build confident presentation and public speaking abilities  
Benefits Package includes:
  • Competitive Salary
  • Inclusion in company pension scheme
  • VHI cover
  • Death in Service
  • Career related exam support
  • Continuous learning opportunities
If you'd like to apply for the role, feel free to send your CV direct to rlawrie@eirkoo.ie or call 01-6991200. Appy Now

Key Job Specs

  • Listed: 27 Sep 2024
  • Location: Dundalk
  • Work Type: Permanent / Full Time

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