Financial Planning Administrator
4 weeks ago
The successful applicant will play an integral role in supporting the financial planning team as they help clients make informed decisions on their personal and corporate finances.
Key Responsibilities Providing support to the wider Financial Planning team including scheduling client meetings, preparing meeting agendas and managing follow up tasks.
Management and development of our existing client database.
Recording and maintaining client data and records in a prompt and professional manner Nurturing relationships with new and existing clients Acting as the primary point of contact for clients ensuring timely processing of client requests / queries, and providing ongoing support Prepare and process new business documentation Liaising with different product providers to manage client cases Contribute to ad-hoc projects Key Requirements At least 2 years experience in a similar role working within the financial services sector QFA status or progression towards a relevant qualification would be a distinct advantage Demonstrate an ability to maintain a high level of accuracy Excellent administrative, communicative (written & oral) and interpersonal skills Proficiency in relevant software and tools for policy administration and client management Be an ambitious, proactive team player Skills: qfa Financial Planning Administrative Support Excel Advanced Benefits: Parking Pension Fund
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Financial Planning Administrator
3 weeks ago
Limerick, Limerick, Ireland Financial and Technical Recruitment Full timeOur client - a well established Financial Services brokerage - is seeking to appoint an experienced Financial Planning Administrator to join their team.The successful applicant will play an integral role in supporting the financial planning team as they help clients make informed decisions on their personal and corporate finances.Key...
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Financial Planning Assistant
2 weeks ago
Limerick, Limerick, Ireland Financial And Technical Recruitment Ltd Full timeAt Financial And Technical Recruitment Ltd, we are seeking an experienced Financial Planning Administrator to support our financial planning team. This role is ideal for someone who enjoys working in the financial services sector and has a passion for providing exceptional administrative support.The successful applicant will play a crucial role in assisting...
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Financial Planning Coordinator Position
2 days ago
Limerick, Limerick, Ireland Financial and Technical Recruitment Full timeThis is an outstanding opportunity for a skilled Financial Planning Administrator to join our client's team in the financial services sector. As a key member of the financial planning team, you will be responsible for delivering exceptional support and service to our clients.Key Responsibilities:Support the Financial Planning Team: Provide high-quality...
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Financial Administrator Role
2 days ago
Limerick, Limerick, Ireland Financial and Technical Recruitment Full timeWe are looking for a skilled Financial Planning Administrator to join our client's team in the financial services sector. This role involves utilizing your administrative expertise to support the financial planning process, working closely with the financial planning team to deliver exceptional results.Job Description:Support the Financial Planning Team:...
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Financial Planning Support Specialist
2 days ago
Limerick, Limerick, Ireland Financial and Technical Recruitment Full timeAt Financial and Technical Recruitment, we are seeking an experienced Financial Planning Administrator to join our client's team in the financial services sector. This is an excellent opportunity for a skilled professional to utilize their administrative expertise in supporting the financial planning process.Key Responsibilities:Client Support: Providing...
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Administrative Assistant
2 days ago
Limerick, Limerick, Ireland Financial and Technical Recruitment Full timeAs a Financial Planning Administrator, you will play a vital role in supporting the financial planning team at our client's organization. This is an exciting opportunity to develop your skills and expertise in a dynamic environment.Responsibilities:Schedule Client Meetings: Schedule client meetings, prepare meeting agendas, and manage follow-up tasks.Manage...
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Senior Financial Administrator
2 weeks ago
Limerick, Limerick, Ireland Abacus Staffing Full timeAbout the Job:">We are seeking a highly skilled Senior Financial Administrator to join our team at Abacus Staffing. The ideal candidate will have a strong background in accounting and financial operations, with a minimum of eight years of experience in controller and business operations. The Senior Financial Administrator will be responsible for developing...
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Corporate Financial Services Coordinator
2 weeks ago
Limerick, Limerick, Ireland Financial And Technical Recruitment Ltd Full timeWe are looking for a highly organized and detail-oriented individual to join our team as a Financial Planning Administrator. In this role, you will provide critical support to our financial planning team, ensuring seamless day-to-day operations and exceptional client service.Your responsibilities will include:Managing client relationships and...
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Sales and Financial Planning Professional
1 week ago
Limerick, Limerick, Ireland FBD Holdings Full timeAbout the RoleThis exciting opportunity is available for a Sales and Financial Planning Professional to join our team in Limerick. The successful candidate will be responsible for developing internal and external relationships to promote, maintain, and grow FBD Financial solutions business. This role requires strong communication and interpersonal skills, as...
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Corporate Financial Administrator
7 days ago
Limerick, Limerick, Ireland Discover Limerick DAC Full timeJob Summary:The Corporate Financial Administrator will be responsible for providing financial support to our organization. This includes managing payroll, finance reporting, and compliance. The successful candidate will have excellent organizational and communication skills and be able to work independently with minimal supervision.Key...
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Financial Administrator
1 week ago
Limerick, Limerick, Ireland Northern Trust Full timeAbout Northern Trust: As a globally recognized financial institution with over 130 years of experience, Northern Trust provides innovative financial services to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us numerous awards.Northern Trust is proud to offer a dynamic work...
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Financial Administrator Assistant
1 week ago
Limerick, Limerick, Ireland White Flame Studios Full timeWe're searching for an exceptional Financial Administrator Assistant to join our team at White Flame Studios in Limerick City. This position presents a unique opportunity for professional growth in a rapidly evolving industry.Key ResponsibilitiesAssist in Financial Statement Preparation: Collaborate with the finance team to accurately prepare financial...
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Administrative Support Professional
2 weeks ago
Limerick, Limerick, Ireland Harmonics Full timeAbout Harmonics Financial Limited">Harmonics Financial Limited is a leading provider of financial services solutions in Ireland.">The company's mission is to deliver exceptional client experiences through innovative products and services.">We are seeking a highly motivated and organized Financial Services Co-ordinator to join our team, contributing to the...
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Personal Finance Support Specialist
2 weeks ago
Limerick, Limerick, Ireland Financial And Technical Recruitment Ltd Full timeAre you a motivated and detail-focused professional looking to take your career to the next level? We invite you to apply for the position of Financial Planning Administrator at Financial And Technical Recruitment Ltd.In this exciting role, you will have the opportunity to work closely with our financial planning team, supporting them in delivering...
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Financial Planning and Analysis Specialist
1 week ago
Limerick, Limerick, Ireland Lucida Search Partners Full timeAircraft Leasing Career OpportunityLucida Search Partners is seeking a skilled FP&A Accountant to join our team as a key member of the finance team.This role presents a unique opportunity to contribute to the company's success by playing a vital role in ongoing expansion. As a Financial Planning and Analysis Specialist, you will be responsible for developing...
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Financial Planning and Analysis Specialist
5 days ago
Limerick, Limerick, Ireland Careerwise Recruitment Full timeJob SummaryWe are seeking a highly skilled Senior FP&A specialist to join our client's team in Limerick.The ideal candidate will have a strong background in financial planning and analysis, with excellent leadership and interpersonal skills.Key ResponsibilitiesLeading the FP&A function and preparing financial plansCollaborating with stakeholders and...
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Accounting and Financial Planning Manager
7 days ago
Limerick, Limerick, Ireland Careerwise Recruitment Full time**Job Description:**Careerwise Recruitment is seeking an experienced Accounting and Financial Planning Manager to join our team. The ideal candidate will have a strong background in accounting and financial planning and a passion for delivering high-quality financial reports and strategic insights.The role of this position is to oversee the entire financial...
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Financial Administrator
1 week ago
Limerick, Limerick, Ireland Eflexes Full timeWe are seeking a highly skilled Financial Administrator to fill the role of Human Resources and Finance Coordinator at Eflexes. In this position, you will be responsible for supporting our employees, ensuring compliance, and managing financial processes.About the Role:This is an excellent opportunity to join our team and contribute to the success of Eflexes....
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Financial Planning and Analysis Manager
2 days ago
Limerick, Limerick, Ireland TN Ireland Full timeCompany Overview:A leading Irish company is seeking a skilled Senior FP&A Specialist to join its team on a 12-month Fixed Term Contract. Reporting directly to the CFO, this role will provide financial insights and strategic guidance to drive business growth.Salary and Benefits:This highly respected company offers a competitive salary package, including...
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Financial Planner
4 days ago
Limerick, Limerick, Ireland Nexus Recruitment Partners Full timeFinancial Planner - Limerick based.An exciting opportunity has arisen for a driven Financial Planner to become part of a dynamic and supportive team based in Limerick.This role involves managing the full lifecycle of protection, investment, and pension applications, while delivering exceptional service to clients and supporting financial advisors.Key Duties...