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
