Financial Services Coordinator

2 weeks ago


Cork, Cork, Ireland BARDEN Full time
About the Role

The successful candidate will provide high-standard administrative support to a team of Wealth Managers, assisting with conducting thorough financial assessments and compiling comprehensive post-meeting reports.

Key responsibilities include:

  1. Providing expert administrative assistance to Wealth Managers
  2. Assisting in conducting financial assessments and advising on financial products and services
  3. Compiling post-meeting reports and ensuring compliance with regulatory changes
  4. Building and maintaining strong client relationships through regular communication and reviews
  5. Identifying sales opportunities and providing informed support to Wealth Managers
About the Person

We are seeking an outgoing and energetic individual with strong administrative and financial services experience. The ideal candidate will possess:

  • 3-5 years of experience within the financial services industry in an administrative or client-facing role
  • QFA certification is desired
  • Strong interpersonal and communication skills to effectively build and maintain client relationships
  • Proven ability to evaluate complex financial information and provide clear, actionable support
  • High proficiency in Word, PowerPoint, and Excel


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