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Trainee Financial Advisor
1 month ago
be/9 Dz EDYP8 MRc The Role.
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 KPIs and meeting sales targets Setting up appointments for the Financial Advisors on your team For full information, please see our Career Path - The Company.
Irish Pensions & Finance, formed in 1993, has over 30,000 clients and in excess of €1 billion in funds under management.
Roughly 80% of our business book comes from the Public Sector where we administrate 152 Union sponsored salary deducted AVC schemes.
Though most of our 100 employees are based in our offices in Dublin 15, we cover the entire country with more and more of our business being transacted remotely.
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 making calls, listening to clients, building solutions, and working to KPIs & 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.
Year 1: €60k OTE (Basic, Bonus, Commission) Year 2: €75k OTE (Basic, Bonus, Commission plus expenses) Year 3: €90k OTE (Basic, Bonus, Commission plus expenses) Year 4+: (Senior Financial Planner) €120k A sign-on bonus is applicable to candidates with an APA or QFA designation.
Inclusion in the Company Pension Scheme after year 1.
Inclusion in the Company Life Cover Scheme after year 1.
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 that are 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.
Skills: Financial Advisor QFA Sales Consultative sales Banking Benefits: Work From Home Pension Fund Group Life Assurance Internet Allowance Laptop Mobile Phone Parking Performance Bonus
