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.

What You’ll 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.

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?

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. 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.

Skills Required