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Occupation Details

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Financial Adviser - Assistant

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These occupations usually require a Leaving Certificate or equivalent.

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At a Glance... header image

Carries out the day-to-day tasks arising in a Life Assurance/Mortgage Broking environment.


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The Work header image

The Work

An Assistant Financial Adviser is a qualified worker capable of carrying out competently, under normal operational conditions, the day-to-day tasks arising in a Life Assurance/Mortgage Broker environment.

These tasks include conducting insurance business that conforms to regulatory changes; maintaining client files as specified by the Central Bank; inputting client and policy details to the computer and liaising with Insurers and Lenders.

The assistant financial adviser helps the financial adviser better manage their time by handling routine customer inquiries and should be familiar with financial terms and processes.

Employment opportunities can be found with mortgage brokers, banks and other financial institutions.

You will have opportunities to progress to senior positions in the Financial Services sector through your experience and further education or training which you may undertake in areas such as banking, mortgages and pensions.

Tasks

  • Provide support to the financial advisor.
  • Conducting insurance business that conforms to regulatory changes
  • Maintaining client files as specified by the Central Bank
  • Inputting client and policy details on computer
  • Liaising with Insurers and Lenders.
  • Answering customer queries relating to life assurance and mortgage broking
  • Implementing financial planning recommendations or refer clients to someone who can assist them with a plan implementation.
  • Answer clients' questions about the purposes and details of financial plans and strategies.

 


Personal Qualitiesheader image

An interest in the financial services sector is important.

Excellent literacy, numeracy and communication skills are essential for this position.

An ability to work methodically and thoroughly.

Being able to work as part of a team along with good organisational skills are also crucial.


Entry Routesheader image

SOLAS (Formerly FÁS) provide a Financial Adviser’s Assistant Traineeship which awards a FETAC Level 5 Award in Financial Services Support.

This course is provided for candidates who have 2 year previous experience working in this sector.

The duration of the Financial Adviser’s Assistant Traineeship is 27 weeks.   The Traineeship consists of 19 weeks off-the-job training with SOLAS (including 2 weeks integrated training - 3 days per week with FÁS and 2 days per week with a host employer) and 8 weeks on-the-job training with a host employer.

To become an apprentice you must be a minimum of 16 years-old and have a D in five Junior Certificate subjects, or the equivalent.

If you don’t meet the minimum requirements, you may still be able to register as an apprentice with an employer if you satisfactorily complete an approved preparatory course. You can also be eligible if you are over 18 years-old and have three years of relevant work experience.

For more information look at the SOLAS page on eligibility and assessment.

It’s worth noting that employers may require additional minimum qualifications to those specified by SOLAS.

Last Updated: February, 2015


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Contactsheader image

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Organisation: Irish Brokers Association
Address: 87 Merrion Square, Dublin 2
Tel: (01) 661 3067
Email: Click here
Url Click here

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Organisation: SOLAS
Address: Castleforbes House, Castleforbes Road, Dublin, 1
Tel: (01) 533 2500
Email: Click here
Url Click here

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This occupation is popular with people who have the following Career Interests...


...and for people who like working in the following Career Sectors:

Banking, Insurance & Financial Services

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