Financial Planning Administrator

2 weeks ago


Dublin, Ireland Eirkoo Full time

This is an exciting opportunity for an Experienced QFA Administrator to join a Leading Wealth Management firm and help to service their clients and support the operational functions of the business. Our client believe Work-Life Balance is most important TThey offer flexi-time, flexi-leave and hybrid working options for all staff The Role; Creating, and maintaining, consistent and accurate scheme records and events Meeting and exceeding set key performance indicators and quality standards Providing excellent customer service to all clients, members and third parties Amending policies, and offering general advice to members Liaising with Senior Administrators / Advisors to ensure work is of a high standard, and is compliant with regulations Participating in and promoting good team communications What you need; 2+ years experience in a similiar support / administrative role within a brokerage firm Strong life & pension product knowledge QFA Qualified or working towards Strong interpersonal skills Good attention to detail Ability to work on own initiative IT Proficiency and strong numerical skills Flexible and professional Please apply through the portal or send your CV to Nikki at if you wish to be considered for this role. Skills: Financial Planning Financial Services Client Services QFA Finance Administration Benefits: Pension Income Protection Death in Service Flexi-Time Hybrid Working Laptop Flexi-Leave


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