▷ [Immediate Start] Financial Planning Administrator

2 days ago


Dublin, Ireland Eirkoo Full time

This 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 Processing new business applications Keeping detailed records on the CRM Ensuring compliance procedures are followed The Candidate; Good technical knowledge of Pension, Savings and Investment products At least 2+ years in a sales support / life & pension administration role Broker experience is preferred QFA Professional approach Good ethics Self motivated Excellent communication and interpersonal skills Proficiency in MS Office applications - Outlook, Word, Excel Benefits: Pension Hybrid Working Flexi-Time Laptop Income Protection Option of 4 day week Please apply through the portal or send your CV to for consideration Skills: Administration Life Pensions Investments QFA Microsoft OFfice Benefits: Work From Home Hybrid Pension Flexi time Flexi days



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