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- Tasks: Learn and grow as a Financial Advisor while working with experienced professionals.
- Company: Join IPF, a leading financial institution in Ireland with a strong commitment to your career.
- Benefits: Enjoy a sign-on bonus, education bursary, and hybrid work options.
- Why this job: Kickstart your career in finance with top-notch training and real impact on clients' lives.
- Qualifications: Sales experience and a passion for helping others are essential.
- Other info: Dynamic team environment with excellent growth opportunities and company events.
The predicted salary is between 24000 - 36000 £ per year.
For those interested in a career as a Financial Advisor, IPF is the place to be. We pay our people more, train them better and invest more in their careers than any other financial institution or company in Ireland. We have a proud history of producing the top financial planners in the industry.
You will be working towards becoming a Financial Advisor. As a key member of the team, you will be working with and learning from a team of established financial advisors. Working within our Career Path program, your initial duties & responsibilities will consist of:
- Reviewing/upselling existing customer benefit packages
- Working to KPI’s and meeting sales targets
- Setting up appointments for the Financial Advisors on your team
During the first year of your Apprenticeship, you will receive 340 hours of training which will help you towards the ultimate goal of making you a top-class Financial Advisor.
The Successful Candidate. We are looking for individuals who are ready to commit to a career as a Financial Advisor. This is a consultative sales-focused position. You must have one year of sales experience and have a track record in consistently hitting and exceeding KPIs. The candidate must be comfortable in making calls, listening to clients, building solutions and working to KPI’s & targets. The approach we take with our clients is very much consultative and our objective is to have advisors with necessary qualifications, integrity and commitment to give clients the correct advice. You must be focused, ambitious and have a realistic understanding of the relationship between hard work and success. We can only work with people whose integrity is beyond reproach.
The Package. A sign-on bonus applies to candidates with an APA or QFA designation. Inclusion in company pension scheme after 1 year. Inclusion in company life cover scheme after 2 years.
Education. An Education bursary of up to €6,000 is available. This is paid towards qualifying the employee as a Financial Planner (QFA & CFP exams). Please note this role is hybrid-based, time is split between office & home. Full-time attendance in the office is required for the first 4-5 weeks for training & induction purposes.
Only applications accompanied with a Cover Letter outlining why you want this specific role will be considered. Due to the very high number of applications received for this role, we will only be in contact with candidates who we are inviting to the first interview stage.
Job Type: Full-time
Schedule: Monday to Friday
Location: Clonee, Dublin 15
Experience: Sales: 1 year (preferred)
Trainee Financial Advisor employer: Irish Pensions & Finance
Contact Detail:
Irish Pensions & Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to current Financial Advisors or those in the industry. Ask them about their experiences and any tips they might have. You never know, they might even refer you for a position!
✨Tip Number 2
Practice your pitch! Since this role is all about consultative sales, get comfortable explaining why you want to be a Financial Advisor. Role-play with friends or family to nail down your delivery.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to IPF and express your interest. Show them you’re eager and ready to commit to a career as a Financial Advisor.
✨Tip Number 4
Stay organised! Keep track of your applications and follow up if you haven’t heard back. A little persistence can go a long way in showing your commitment to landing that Trainee Financial Advisor role.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Make sure to explain why you're excited about the Trainee Financial Advisor role and how your sales experience aligns with what we're looking for. Be genuine and let your personality come through!
Tailor Your CV: Don't just send out the same CV for every application. Tailor it to highlight your relevant sales experience and any achievements that demonstrate your ability to meet KPIs. We want to see how you can contribute to our team!
Showcase Your Consultative Skills: Since this role is all about consultative sales, make sure to include examples in your application that showcase your ability to listen to clients and build solutions. We love candidates who can demonstrate their understanding of client needs!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're serious about joining our team at IPF!
How to prepare for a job interview at Irish Pensions & Finance
✨Know Your Stuff
Before the interview, make sure you understand the role of a Financial Advisor and the specific responsibilities you'll be taking on. Familiarise yourself with the company’s values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Sales Experience
Since this role requires sales experience, be ready to discuss your past achievements in detail. Prepare specific examples of how you've met or exceeded KPIs in previous roles. This will demonstrate your ability to succeed in a consultative sales environment and highlight your commitment to achieving targets.
✨Practice Active Listening
During the interview, practice active listening. This means really paying attention to what the interviewer is saying and responding thoughtfully. It’s crucial for a Financial Advisor to listen to clients’ needs, so showcasing this skill in your interview will set you apart from other candidates.
✨Craft a Compelling Cover Letter
Don’t skip the cover letter! Use it to explain why you’re passionate about becoming a Financial Advisor and how your background makes you a great fit for the role. Tailor it specifically to the company and the position, as this shows your dedication and attention to detail.