Job Description

Location: Dublin
Position Type: Permanent

• Provide exceptional client service and support to our wealth management clients.
• Assist in the preparation of financial plans, reports, and other documentation.
• Manage client queries and ensure timely resolution.
• Maintain client records and ensure compliance with regulatory requirements.
• Collaborate with financial advisors and other team members to ensure seamless service delivery.
• Interact with product producers (generally major insurance companies) to ensure prompt processing of applications.

• QFA or APA qualification.
  
• 2-3 years’ relevant experience in a similar role, preferably within a
• Financial Advisory firm or Life & Pensions Broker.
  
• High level of attention to detail with strong numerical skills.
  
• Excellent communication skills, both written and verbal.

• Strong analytical and problem-solving abilities.
  
• Proficiency in MS Office and financial planning software.
  
• Ability to work independently and as part of a team.
  
• Strong organizational and multitasking skills.

Salary: €35k - €45k depending on experience
Benefits: Hybrid working, pension contribution, Life cover, Income Protection

For further information reach out to Therese Cadell on +353 87 3574985