Paraplanner / Investment Administrator
20 hours ago
Description FK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity for an experienced Paraplanner 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, including retirement planning, tax strategies, estate planning and investment recommendations. Ensuring all financial plans are tailored to meet the specific needs and objectives of each client. Conducting in-depth research on investment products, market trends and financial planning strategies. Analysing client portfolios and providing recommendations based on their financial goals and risk tolerance. Providing administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas and managing follow-up tasks. Assisting with client onboarding and account management activities. Ensuring all client interactions and financial plans comply with regulatory requirements and industry standards. Requirements for this Role Successful candidate will likely have the following background: A degree in Finance, Economics, Business or similar. A financial planning certification (e.g. QFA, APA, RPA) would be advantageous. 1-3 years experience in a paraplanning or similar role within the financial services industry. Highly organized with a keen attention to detail, excellent analytical skills and the ability to conduct detailed research and analysis. About Our Client A well-capitalised challenger institution in the Wealth Management sector. Remuneration Attractive salary and other benefits. Your application will be directed to Daniel Corbett. Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions. Skills: Paraplanning Financial Planning Financial Advisor Administration Relationship Building
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Paraplanner [Urgent]
1 day ago
Dublin, Ireland Eirkoo Full timeThis is an exciting opportuntiy for an experienced Paraplanner to join an Expanding and Reputable Brokerage firm based in the Heart of Dublin City Centre. This is a flexible working and progressive opportunity for the successful candidate! Responsibilities: Carry out pre & post consultations with clients Support the Advisors with financial reports and...
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Junior Life and Pensions Administrator
1 day ago
Dublin, Ireland Keane Pension & Investment Consultants Ltd Full timeJunior Life and Pensions Administrator | Dublin 7 | 9.00am – 5.30pm Mon – Thurs and 9.00am – 5.00pm on Friday | 37 hour week | €30,000 - €35,000 based on experience of 1 to 3 yearsOur client is looking for a Life and Pensions Administrator to join their administration team based in their offices in Fr. Mathew Hall, 131 Church Street, Dublin 7. They...
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Private Equity Associate – Investment Manager
3 minutes ago
Dublin, Ireland HEALWELL MANAGEMENT LLC Full timePrivate Equity Associate – Investment Manager My client provides fund administration services to mainly private equity funds and currently employs over 50 people. The Company is looking to add a highly motivated Senior Fund Accountant to join a dedicated team focused on providing a quality service to its clients. Responsibilities: 1. Preparation and...
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Investment Operations Senior Analyst
14 hours ago
Dublin, Ireland SEI Investments Company Full timeSEI Investments is a leading global provider of asset management and investment technology solutions.The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical...
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Investment Operations Analyst
20 hours ago
Dublin, Ireland The Panel Group Full timeMy client A leading global credit specialist, is seeking to hire an Investment Operations Analyst to join their team in Dublin city. In this role you will perform key operational tasks such as identifying and resolving complex transactions and fund structures, liaising with fund trustees on cash availability, and addressing deal funding issues. The team...
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Private Assets Fund Controller
20 hours ago
Dublin, Ireland The Panel Group Full timeThe Panel is currently engaged to source a Private Assets Fund Controller on behalf of a reputable global Investment Manager in Dublin city centre on a permanent basis In this role you will be responsible for assisting with day-to-day financial activities of newly created, regulated and unregulated investment funds managed by the company as well as designing...
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Dublin, Ireland Forthright Case Management Llc Full timePrivate Assets Fund Controller Senior Manager – Investment Manager The Panel is currently engaged to source a Private Assets Fund Controller Senior Manager on behalf of a reputable global Investment Manager in Dublin city centre on a permanent basis. In this role, you will lead the fund accounting and financial reporting processes for the newly created...
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Senior Legal Counsel, Investment Management
20 hours ago
Dublin, Ireland The Panel Group Full timeOur client is a leading Investment Fund Manager with an established office in Dublin. While the legal team is spread across a couple of locations, the GC sits in Dublin. They are now keen to hire an experiencedSenior Legal Counsel, Investment Management. This will suit lawyers with 5-10 years pqe (investment managemnet experience) either from a leading law...
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Life and Pensions Administrator
7 days ago
Dublin, Ireland Total Talent Solutions Full timeAn excellent new opportunity has just opened up for a Life & Pensions Administrator for a growing insurance broker based in Dundrum, D.16. This is a hybrid role with parking on site. There is a salary range of €35,000 - €45,000 with bonus, pension, and other great benefits available. What the Life & Pensions Administrator will do: The Life & Pensions...
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Life and Pensions Administrator
20 hours ago
Dublin, Ireland Rockwell Financial Management Full timePosition Overview: We are seeking a diligent and detail-oriented Client Support Administrator to join our team. The ideal candidate will assist senior advisors in delivering comprehensive financial planning and wealth management services, ensuring smooth and efficient operations. Key Responsibilities: 1. Operational Support: - Coordinate and manage client...
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Finance Administrator
7 hours ago
Dublin, Ireland Abrivia Full timeJob Title: Finance Administrator Location: Dublin City Centre Our client, a leading organisation in the insurance sector located in Dublin, is seeking a Finance Administrator to join their team. This company is committed to delivering exceptional service while fostering a supportive and collaborative work environment. Reporting to the Finance Operations...
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Private Client Administrator
20 hours ago
Dublin, Ireland Evelyn Partners Full timeWhat will you be doing? We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator at...
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Finance Administrator
14 hours ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeOur client, a leading organisation in the insurance sector located in Dublin, is seeking a Finance Administrator to join their team. This company is committed to delivering exceptional service while fostering a supportive and collaborative work environment. Reporting to the Finance Operations Manager, the Finance Administrator will be involved in overseeing...
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Underwriting Administrator
14 hours ago
Dublin, Ireland Zurich Australian Insurance Ltd. Full timeJob Summary Zurich Life Assurance plc is looking for an Underwriting Administrator to be involved in the processing and issue of new risk policies for the Life side of the business (Pensions, Life and Protection, Savings and Investments). This role may be available part-time or full time. This is because we want the best people for our roles, and we...
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Senior Life and Pension Administrator
1 week ago
Dublin, Ireland Eirkoo Full timeThis is an exciting opportunity to join a busy and growing Dublin City Centre brokerage and be part of a specialised team adding value to clients of the firm. Key Responsibilities; Managing client queries Providing excellent administration services to sales team Dealing with a portfolio of well established clients Updating client portfolio valuations...
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Fund Accounting Oversight Specialist
20 hours ago
Dublin, Ireland The Panel Group Full timeThe Panel is currently engaged to source an Fund Accounting Oversight Specialist on behalf of a bespoke Investment Manager in Dublin city centre on a 12 Month FTC basis This is a fast paced role that will allow the candidate work with multiple internal teams and external stakeholders simultaneously Responsibilities Responsible for providing world class...
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Dublin, Ireland MUFG Investor Services Full timeThe purpose of this position is to foster a client-centric culture within the firm, ensuring client satisfaction through an improved service model. Reporting to the Executive Director, you will: - Coordinate deliverables across operational teams. - Mitigate risks and strategize communication for incidents. - Engage in global projects to standardize and...
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Finnish Client Services Administrator
20 hours ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeJob Title: Finnish Client Services Administrator Reports To: Team Supervisor Location: Dublin City Centre (100% onsite for training, then hybrid) (Mon-Fri standard hours) Model: Full time permanent position, fully onsite during probation period and hybrid model after this point Benefits: Pension, Healthcare, Profit Share, Risk Benefits, Holidays,...
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24-Month Graduate Program
7 hours ago
Dublin, Ireland LGT Capital Partners Ltd. Full time24-Month Graduate Program - Data Operations, Investment Data Reporting and Liquidity Analyst Location: Dublin, Ireland Time Type: Full time Posted On: Posted 4 Days Ago Job Requisition ID: JR1556 Overview Our new 24-month Graduate Program offers a unique opportunity for talented graduates to gain comprehensive experience in the finance industry,...
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(Apply Now) Splunk Administrator
7 hours ago
Dublin, Ireland Nexient LLC Full timeNTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. Role overview As a Splunk administrator, within the Banking Consulting Group, the person will be responsible to engage with clients a global team that gathers,...