Assistant Financial Advisor

Location:

Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

30,000 - 35,000

Our client is a leading financial wellbeing provider looking to hire an Assistant Financial Advisor. This is a fantastic opportunity for someone passionate about financial education and client support to join a growing team focused on improving employee financial wellness across a wide range of industries.
  
In this role, you’ll be delivering seminars (online and in person), providing one-to-one financial guidance to employees, and supporting regulated advisers in managing client portfolios. It’s a mix of education, coaching, and technical support – ideal for someone who enjoys variety and making a real difference in people’s financial lives.

Key Responsibilities:

  • Deliver engaging financial education seminars, webinars, and podcasts on a wide range of financial topics.
  • Support the development and improvement of educational content, including researching relevant and timely financial topics.
  • Conduct one-to-one guidance calls with employees, offering support on: Occupational and private pension schemes, Personal financial planning and protection, and Goal-based financial planning.
  • Collaborate with regulated financial advisers to provide administrative and technical support.
  • Maintain client engagement through clear communication and proactive support.
  • Manage adviser diaries and schedules using internal systems.
  • Stay informed of changes in financial legislation (e.g., pensions, tax, investments).

Experience & Qualifications:

  • Hold a QFA qualification or be working towards it.
  • Experience in financial services, ideally with exposure to pensions, protection, investments, or employee benefit schemes.
  • Confident presenter, with experience delivering educational content to various audiences.
  • Excellent interpersonal and communication skills – able to explain financial concepts clearly and simply.
  • Strong organizational skills and attention to detail.
  • Proficient in MS Office and webinar platforms.

SOFIA RANDI

Recruitment Consultant

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