Financial Planning Administrator

Description:

A leading Wealth Management company in Ireland is currently hiring for an experienced

Financial Planning Administrator to join their growing and dynamic team.

This is an excellent opportunity for individuals who are Highly Organised, Client-Services Focused, and Eager to develop their career!

This is a Hybrid Working Opportunity offering great work - life balance.

The Role:

• Full-cycle client portfolio administration
• Preparing annual portfolio reviews and valuations
• Processing new business and liaising with product providers to ensure timely application completion
• Supporting advisers with regulatory and compliance requirements
• Contributing to the overall client experience through accurate administration and exceptional service

What You Need:

• At least 1 years experience administering life, pension and investment business in a Brokerage firm
• QFA qualified or currently working towards this qualification
• Excellent verbal and written communication skills
• Proficient in MS Systems
• Ability to work independently and as part of a team
• Strong Numerical and Organisation skills