About the Company

At Elevate Financial Planning, we have been helping our customers look after their financial needs for over 8 years. We have over 850 Irish customers and we have over 7 people working for us in Ireland.

We are one of Ireland’s most established Financial Planning companies. We have a reputation for reliability and efficiency and are committed to our customers.

About the Apprentice programme

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job insurance experience, you will complete the insurance industry professional qualifications APA and CIP/QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join Elevate Financial Planning, you will receive a tailored induction and will be assigned a business supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at Elevate. In return, we expect you to bring the commitment and drive to add significant value to the company.

About the Job Role

Year 1 & 2- Admin Role

The role (based in Wexford Town) will involve achieving new and existing business goals and supporting the Team Leader in providing a high-quality service to brokers, who support the insurance business.

What this role entails:

• Contribute to a positive and collaborative team culture that supports learning and development
• Support day-to-day administration, including managing client records and product updates
• Learn how to prepare and submit financial applications online with attention to detail and accuracy
• Shadow financial advisors to gain insight into client meetings and financial planning processes
• Build strong working relationships with colleagues and gain confidence in communicating with clients and providers
• Proactively chase pipeline cases and follow up on any outstanding requirements to keep cases moving efficiently
• Track progress of submitted applications and ensure all required documentation is completed in a timely manner
• Help identify more efficient ways of working by reviewing systems and suggesting improvements
• Assist in maintaining high service standards by meeting agreed timelines and reporting requirements
• Develop a solid understanding of financial products and how they meet clients’ needs

Year 3– Broker Role

As an apprentice, you will gain in-depth knowledge of risks and the financial market to arrange suitable policies & cover for your clients. You will learn how to be an effective intermediary between our clients and insurance companies. 

Responsibilities of Financial Brokers:

• Gather and analyse information from clients to assess their financial needs, goals, and risk tolerance across pensions, protection, and investment products
• Research suitable financial products from a range of providers to identify the most appropriate recommendations based on the client’s objectives
• Ensure clients fully understand the terms, features, and risks associated with financial products, in line with regulatory requirements
• Monitor client portfolios and recommend updates or changes based on life events, financial goals, or market conditions
• Sit in on client meetings and calls with advisors to learn how to manage and build strong, long-term client relationships
• Produce accurate and detailed suitability reports that document client needs, objectives, and recommended financial solutions
• Stay up to date with industry regulations and complete all Continuing Professional Development (CPD) requirements as part of professional growth
• Assist in managing ongoing client servicing tasks, including follow-ups on outstanding requirements and policy updates
• Support the business in delivering a high standard of compliance, documentation, and client record-keeping
• Work toward meeting individual and team-based quarterly targets, contributing to overall business growth and client satisfaction
• Keep up with changes in the insurance market and in your clients' industries

About You

You must be:

• Focused, diligent & be committed to work and studying for a level 8 education programme at the same time
• Able to communicate effectively (in both written and verbal form)
• Willing to be part of a team
• Committing to the customer
• Take ownership & accountability for own actions and responsibilities
• Have attention to detail and time management
• Have the ability to manage own workload
• Strong relationship building skills
• Aptitude to make real time decisions based on changing information
• Good negotiation skills
• Problem solving abilities

Benefits of Working in Elevate Financial Planning

• Competitive salary
• Excellent pension scheme
• Generous holiday allowance
• Education and development support
• Employee assistance programme offering confidential advice and support
• Free parking
• Convenient location

Minimum Entry Level Requirements

• Be 18 years of age or older
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

Interested applicants should ask themselves the following key questions before applying

• Do I meet the minimum entry level requirements?
• Can I commit to a three-year contract of apprenticeship?
• Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
• Can I be diligent and committed to all aspects of work, training and education?
• Do I have the ability to communicate effectively both with customers and in a team?
• Can I take ownership and accountability for my own actions and responsibilities?
• Can I contribute €600 annually for three years (reduced student registration charge)?

Application Process and Timeframes

• Application submission with CV to: Ciara (ciara@elevatefinancial.ie)
• Application submission please submit by: 1st July 2025
• Planned start date: 1st September 2025