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Financial Planning Assistant

2 weeks ago

Limerick, Limerick, Ireland Financial And Technical Recruitment Ltd Full time

About Us

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Our company, Financial And Technical Recruitment Ltd, provides recruitment services to the financial services sector. We are seeking an experienced Financial Planning Administrator to join our team.

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The successful candidate will be part of a dynamic team that helps clients make informed decisions about their personal and corporate finances.

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  • Providing administrative support to the 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 professional manner.">
  • Nurturing relationships with new and existing clients as the primary point of contact.">
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Requirements

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To be considered for this role, you should have:

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  • At least 2 years' experience in a similar role working within the financial services sector.">
  • A QFA status or progression towards a relevant qualification.">
  • Demonstrate excellent administrative, communicative, and interpersonal skills.">
  • Proficiency in relevant software and tools for policy administration and client management.">
  • Be an ambitious and proactive team player.">
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Benefits

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We offer:

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  • Parking facilities.">
  • A pension fund.">
  • Opportunities for career growth and development.">