Senior Administrator – Financial Planning and Pensions

2 weeks ago

Dublin, Dublin City, Ireland RBC Brewin Dolphin Full time

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Senior Administrator – Financial Planning and Pensions

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What is the opportunity?

We have an exciting opportunity for a Senior Administrator to join the Financial Planning and Pensions Team in Dublin. The purpose of this role is to provide effective financial planning administration both directly to clients and by assisting Financial Planners and Investment Managers in the provision of high quality, professional investment management services.

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for a Senior Administrator to join the Financial Planning and Pensions Team in Dublin. The purpose of this role is to provide effective financial planning administration both directly to clients and by assisting Financial Planners and Investment Managers in the provision of high quality, professional investment management services.

What will you do?

Understand the Irish pension and discretionary wealth management market.
Broad understanding of core Pensions and Financial Planning solutions and building knowledge through exposure to client planning scenarios.
Assist with the production of financial plans and analytical information in support of Financial Planning Team.
Supports colleagues with client interaction and by developing an awareness of client management and advice processes. Supports preparation of client review and new client meeting packs.
Maintain detailed records of applications in process and reminder system, update and maintain pensions new business report and the consolidation/ retirement reports.
Establish an effective, professional and positive relationship with team members. Act as a role model for sharing ideas and supporting colleagues in their work to contribute to overall success of the team and office.
Set an example by following the Company Values and Risk Culture and encourage these behaviors in others.
Promote a culture which embraces collaboration, encouraging trust and openness between all colleagues and clients.
Motivate and inspire others to achieve business objectives. Work with senior colleagues to determine priorities and execute business plans.
Maintain technical knowledge and CPD to keep abreast of legislation changes.
Understand and comply with regulations and principles applying to the role and RBC BD policies and procedures.
Liaise with Investment Manager Support team in relation to the onboarding of new business.

What do you need to succeed?

Must-have

Proven experience in a technical, ideally Pensions/Retirement Planning Client Facing role.
Has attained QFA as a minimum, with relevant modules completed to APA level as a minimum.
Maintains CPD in line with professional body requirements.
Knowledge and understanding of the Irish pension and discretionary wealth management market.

Nice-to-have

Existing knowledge of RBC Brewin Dolphin values and culture.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
A world-class training program in financial services.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

Address:

1 SHELBOURNE ROAD:DUBLIN

City:

Dublin

Country:

Ireland

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at Seniority level

Seniority levelNot Applicable

Employment type

Employment typeFull-time

Job function

Job functionFinance and Sales
IndustriesBanking and Financial Services

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