Trainee Financial Advisor

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 firm’s 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 firm’s 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 You’ll Bring

We believe in investing in its next generation of talent. The ideal candidate will be :

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 :

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 firm’s global network.

Ready to take the next step?

This is not just a job — it's 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.