Trainee Financial Advisor
Trainee Financial Advisor
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Job Description
Be part of a globally renowned financial services firm with continued expansion of operations across Europe. We are seeking ambitious Trainee Wealth Advisors to join a dynamic team in Dublin. This opportunity is ideally suited to individuals with a strong background in direct sales or financial services who are now ready to fast-track their careers in wealth management.
Backed by a global footprint and a reputation for excellence in independent advice-driven financial planning on offer is exceptional professional growth opportunities and a structured path toward full qualification as a Financial Planner.
Who Should Apply
Candidates should have a minimum of 2 years experience in direct sales and/or financial services along with a demonstrated passion for finance client service and long-term career development within the sector.
On offer is an array of innovative investment and wealth management solutions across markets in Europe the Middle East Asia Africa and Australasia. The Dublin office plays a pivotal role in the firms European strategy and maintains strong operational links with award-winning teams across Switzerland.
This position presents a rare chance to gain international exposure while developing core financial planning competencies within a supportive and high-performance environment.
What to Expect in the Role
The initial phase of your journey will involve immersive hands-on learning in financial planning with a focus on European regulations and Swiss-based client servicing standards.
You will:
- Learn the full client journey from prospecting to onboarding
- Gain exposure to report writing financial analysis and portfolio structuring
- Train in the firms proprietary tools and planning processes
- Enroll in professional qualifications including CISI and CII certifications
Comprehensive support will be provided for exam preparation alongside ongoing internal training through both an accredited apprenticeship provider and a dedicated Learning & Development team.
Qualifications :
What Youll Bring
We believe in investing in its next generation of talent. The ideal candidate will be:
- Ambitious self-motivated and genuinely committed to building a long-term career in financial planning
- A strong communicator capable of building lasting client relationships
- Detail-oriented with high standards for accuracy and professionalism
- Able to manage multiple priorities while balancing professional study commitments
- A natural team player open to collaboration across departments and offices
A passion for personal development a thirst for learning and the ability to thrive in a fast-paced yet highly supportive environment will be key to your success.
Additional Information :
Candidate Profile
This role is ideal for individuals who are:
- Driven and ambitious with a clear vision for a career in financial planning
- Skilled communicators confident over the phone video and in person
- Resilient under pressure and comfortable in a fast-paced environment
- Adaptable and ready to thrive in a new cultural and business setting
- Experienced in sales lead generation or business development (1 year preferred)
Why This Role
Few trainee roles offer such a high level of international exposure development and future potential. Those who succeed in this program will be well-positioned for senior advisor roles management opportunities or international placements within the firms global network.
Ready to take the next step
This is not just a job its a launchpad into the global financial advisory sector.
Serious about your future in financial services This is where it starts.
Please note: This position would typically suit those keen on embarking on a career in financial services and wealth management. You ideally do have a good sales background of some sort. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
