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Career Opportunity in Financial Services Administration

1 week ago

Dublin, Dublin City, Ireland Gilligan Black Recruitment Full time
Role Overview

The Gilligan Black Recruitment team is excited to announce an opportunity for a talented Financial Planning Administrator to join our company. As a key member of our team, you will provide administrative support to our Financial Advisors and assist with various tasks related to client management.

Your Key Responsibilities:
  • Prepare New Business proposals by gathering client information and ensuring accuracy in documentation.
  • Manage client profiles and respond to information requests in a timely manner.
  • Assist Financial Advisors with Annual Portfolio Reviews and ensure that all client queries are resolved efficiently.
  • Attend select client meetings and contribute to ad-hoc projects as required.

What We Offer

Gilligan Black Recruitment offers a competitive salary and excellent benefits package. We are committed to providing our employees with ongoing training and development opportunities to help them succeed in their careers. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional results, we would love to hear from you.