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Building a Career in Financial Planning
2 weeks ago
**Career Opportunity in Financial Services
Job Description:
We are seeking ambitious, self-motivated individuals to join our team as Trainee Wealth Advisors. As a Trainee Wealth Advisor, you will undergo immersive training in financial planning, focusing on European regulations and Swiss client servicing standards. You will learn the full client journey from prospecting to onboarding, gain experience in report writing, financial analysis, and portfolio structuring, and train in proprietary tools and planning processes.
Required Skills and Qualifications:
To be successful in this role, you should have at least 2 years of experience in direct sales and/or financial services, with a passion for finance, client service, and long-term career growth in the sector. You should be a strong communicator, detail-oriented, capable of managing multiple priorities, and a team player. A passion for personal development and the ability to thrive in a fast-paced, supportive environment are essential.
Benefits:
This role offers unparalleled international exposure, development opportunities, and future career potential. Successful candidates will be well-positioned for senior advisory roles, management, or international placements within our global network. We offer exceptional growth opportunities and a structured pathway to becoming a qualified Financial Planner, backed by a global reputation for excellence in independent financial planning.
Others:
Support will be provided for exam preparation, along with ongoing internal training through accredited providers and a dedicated Learning & Development team. Our firm provides a range of investment and wealth management solutions across Europe, the Middle East, Asia, Africa, and Australasia. The Dublin office plays a key role in our European strategy and maintains strong links with award-winning teams in Switzerland. This position offers a unique chance to gain international exposure and develop core financial planning skills in a supportive, high-performance environment.
