CMCC Financial Solutions

Suite 30 The Mall, Beacon Court, Sandyford, Dublin 18

cmcc.ie
Apply to: careers@cmcc.ie
 
 

CMCC Financial Solutions are offering a Client Executive Role.  

CMCC Financial Solutions are financial planners based in Sandyford, Dublin 18. The company was established in 2006 & we provide financial solutions including Family Protection, Business Protection, Retirement Planning, Pensions, Investments and Mortgages to our loyal client base.

 

The Role

The vacancy for a client executive position is in our office in Sandyford and the role will involve supporting the sales and management team. As part of this role, the opportunity to work towards a professional qualification & a level 8 degree through the LIA & ATU Life Apprenticeship Program is encouraged.

 

The Apprenticeship

This is a three-year programme that provides exposure to all aspects of our business, allowing you to develop technical expertise as well as professional skills. In addition to gaining on the job practical experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice awarded by ATU Sligo.

 

Duties will include, but not limited to:

  • Drafting and developing financial plans in conjunction with our planners.
  • Using our internal financial planning software and other applications to support financial plans.
  • Processing and implementing products across pensions, investment, life & mortgage applications.
  • Providing structured and reliable client support

 

Benefits

  • Competitive Salary
  • Pension Scheme
  • Death in Service Benefits
  • Flexible working location
  • Bike to work scheme
  • Buddy Programme
  • Career Progression
  • Education support

 

Career Progression

We are fully committed to the progression of all our team. Upon completion of the programme, there are opportunities to progress into paraplanning roles, and eventual financial planning roles. We provide full educational support to those who wish to expand their knowledge base.

 

Who should apply?

We are looking for an ambitious individual who is seeking not just a job but a career in financial services. Whether you are a school leaver or looking for a career switch, this role may be for you.  You must be focused, diligent & committed to working and studying for a level 8 education programme over the course of a 3-year programme. We are committed to a career pathway for all employees, and if a career in financial planning is of interest, you should consider applying

 

Apprenticeship Program Minimum Entry Level Requirements:

Please note Leaving Cert 2025 students are welcome to apply in advance of receiving results.

  • Be 18 years of age or older.
  • If between 18 and under 23 years – must have completed Leaving certificate with minimum of 140 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels,
  • FETAC Level 5 qualification holder
  • Mature students – if over 23 years there are no minimum educational requirements.

 

Apply:

If you are interested in availing of this exciting career opportunity, please apply by submitting your CV to careers@cmcc.ie by Friday the 11th of July 2025.