Wealth Management Administrator
1 week ago
Get AI-powered advice on this job and more exclusive features.
Recruit UK | Certified B Corp provided pay rangeThis range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay rangeWealth Management Administrator
Salary: €45k + Bonus + Benefits
Reference Code: 9505
Role Overview:
We are looking for a Wealth Management Administrator to join a dynamic team and provide vital support to Investment Managers and Independent Financial Advisers (IFAs). This is an excellent opportunity to grow your skills and progress within the wealth management industry.
Key Responsibilities:
- Assist Investment Managers and IFAs with the management of intermediary client accounts.
- Prepare and implement client documentation across all relevant parties (clients, Investment Managers, intermediaries, and third-party providers).
- Ensure the accurate entry and maintenance of data within internal systems.
- Participate in regular meetings with Investment Managers to plan and coordinate ongoing tasks.
- Contribute to business development by ensuring correct implementation of client processes and procedures.
- Collaborate with the team to support day-to-day administration.
What You'll Need to Succeed:
- Working towards, or having attained, a QFA or equivalent qualification.
- Previous experience in an administrative role, ideally within financial services or a related industry.
- Exceptional attention to detail with a focus on accuracy.
- A strong desire to learn and develop your expertise in wealth management.
What's on Offer:
- Hybrid working options to promote work-life balance.
- Continuous development through coaching and mentoring from senior leaders.
- A collaborative and high-performing team environment.
- Private healthcare options.
- Professional development and training support.
- A culture that supports career growth and long-term success.
Associate
Employment typeFull-time
Job functionAdministrative and Finance
IndustriesFinancial Services and Investment Management
#J-18808-Ljbffr-
Wealth Manager
1 week ago
Dublin, Dublin City, Ireland Bank of Ireland Full timeWhat is the opportunity?The successful candidate will work as part of an industry leading wealth management provider. This role will provide career opportunities that will allow you to grow to your full potential. You will assist in driving growth and provide an enhanced customer service offering while also supporting the Bank's strategic ambitions.In this...
-
Wealth Management trainee
2 weeks ago
Dublin, Dublin City, Ireland FK International Full timeFK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. Key responsibilities will include: Developing comprehensive financial plans for clients,...
-
Wealth Management Operations Executive
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the jobWealth Management Operations ExecutiveClient Support ServicesOur client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position: Wealth Management Operations Executive, Client Support Services.Business Accountabilities:Providing...
-
Executive Assistant
1 day ago
Dublin, Dublin City, Ireland Davy Full timeJob Overview:An exciting opportunity has arisen for an Administrative Support Specialist to join our Wealth Management division.In this role, you will provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.You will act as the first point of contact for clients, dealing promptly and efficiently with their...
-
Wealth Management Professional
11 hours ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth Management OpportunitiesAt Wallace Myers International, we pride ourselves on delivering exceptional wealth management services to our clients. We are currently seeking a skilled Financial Advisor to join our team.The successful candidate will have a proven track record of providing personalized wealth management advice and building strong...
-
Wealth Management Consultant
3 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeA leading global Private Bank is seeking an experienced Associate Private Banker to support a Senior Private Banker in managing and growing relationships with UHNW clients who are either resident in the EEA or have strong connections to the region, particularly Greece and Cyprus.About the RoleThis is an excellent opportunity to work in a dynamic and...
-
Wealth Management Consultant x 3
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the Company: Working with Axiom Consultants, our client is looking to recruit three Senior Wealth Consultants, two in Dublin and the other in Galway. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings through the presentation of...
-
Wealth Management Professional
24 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group invites applications for the position of Wealth Management Professional based in Dublin.This role presents an exceptional opportunity for a sales-focused individual to progress their career within a leading global wealth management firm.The Job Description:Meet with high net worth clients to discuss investment opportunities and provide...
-
Wealth Strategist
2 days ago
Dublin, Dublin City, Ireland deVere Group Full timeAbout the RoleWealth Manager at deVere GroupThis exciting opportunity is for a dynamic and results-driven Wealth Manager to join our team and provide expert wealth management solutions to clients worldwide.The ideal candidate will be responsible for delivering exceptional client experiences through comprehensive financial assessments, tailored strategies,...
-
Strategic Wealth Manager
24 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group is seeking a Strategic Wealth Manager to join their team in Dublin.This role presents an exceptional opportunity for a sales-driven professional to grow their career within a global firm.The Job:Meet with high net worth clients to discuss investment opportunities.Drive wealth management sales in Ireland.Gather new clients and assets for the...
-
Business Leader
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe are Unio, a leading Wealth Management business in Ireland, backed by Great-West Lifeco. Our team specialises in private wealth management and employee benefit consultancy.We have over 30 years' experience advising companies and personal investors, with offices in Dublin, Cork, Limerick, and Galway. Our assets under administration and advice total €14...
-
Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel GroupWe are seeking a skilled Wealth Management Professional to lead our investment initiatives.About the PositionDevelop and execute customized investment plans that cater to the unique needs of our high net worth clients, incorporating their individual financial objectives and risk profiles.Leverage your expertise to drive business growth,...
-
Wealth Management Professional
2 hours ago
Dublin, Dublin City, Ireland The Panel Group Full timeWe are seeking a Wealth Management Professional to join our team at The Panel Group. In this role, you will be responsible for identifying needs and opportunities for new business and managing referrals from other clients.Key Skills and Qualifications:QFA qualifiedStrong Life & Pensions knowledgeMin 3 years direct experience in financial planningThis is an...
-
Wealth Management Professional
2 hours ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeJob DescriptionProvide clients with financial solutions in income protection, wealth management, and financial services.Engage with clients, generate leads, and provide tailored recommendations.Offer financial advice to new and existing clients.Nurture relationships with a diverse client portfolio.Identify and develop new business opportunities through...
-
Wealth Management Director
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe are looking for a highly skilled and experienced individual to fill the position of Wealth Management Director at Unio Financial Services Ltd. In this role, you will be responsible for leading and developing our Wealth Management division, overseeing all client engagement, and delivering a unique outcome-based proposition to existing and prospective...
-
Wealth Management Expert
2 days ago
Dublin, Dublin City, Ireland Engage People Recruitment Full timeAn industry leading financial management firm is seeking a talented Wealth Management Expert to join their expanding team.Job SummaryThis role offers a lucrative salary of €60k-70k, as well as a market-leading commission structure and benefits package. The ideal candidate will be passionate about building strong relationships with clients and driving...
-
Senior Wealth Executive
2 weeks ago
Dublin, Dublin City, Ireland Allied Irish Bank Full timeAbout GoodbodyGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud...
-
Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland 360 Search Full timeWe are seeking a skilled Financial Advisor to join our client's team. As a leading Financial Services Intermediary Firm, we operate across various sectors including Life & Pensions, Wealth Management, Employee Benefits & Mortgages.The successful candidate will have a proven track record of delivering results in a fast-paced environment and excellent...
-
Senior Wealth Executive
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team. Role Duties include: Responsible for management of the investment and planning needs of our clients Build and foster key relationships with clients or the firms partners' in relation to client propositions and investment planning ...
-
Strategic Wealth Advisor
12 hours ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeAbout Us:Wallace Myers International, a leading Wealth Management Company, is seeking an ambitious Financial Planner to join their dynamic team.This is an exceptional opportunity for professionals who are passionate about delivering high-quality financial outcomes for clients.In this role, you will have the chance to take control of your career while playing...