Financial Services Manager

4 days ago


Cork, Cork, Ireland Savvi Recruitment Consultants Full time

We are seeking a detail-oriented and client-focused professional to manage and support our clients' existing business portfolio. This role involves handling financial valuations, investment switches, withdrawal requests, and addressing day-to-day client inquiries related to their existing policies.

**Key Responsibilities:**

  • Provide exceptional client service and support to our wealth management clients.
  • Assist in the preparation of financial plans, reports, and other documentation.
  • Manage client queries and ensure timely resolution.
  • Maintain accurate records and ensure compliance with regulatory requirements.
  • Collaborate with financial advisors and other team members to ensure seamless service delivery.

**Key Requirements:**

  • QFA or APA qualification.
  • 2-3 years' relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
  • High level of attention to detail with strong numerical skills.
  • Excellent communication skills, both written and verbal.
  • Strong analytical and problem-solving abilities.
  • Proficiency in MS Office and financial planning software.
  • Ability to work independently and as part of a team.

**Benefits:** Hybrid working, pension contribution, Life cover, Income Protection



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