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Financial Services Coordinator Position

1 week ago


Dublin, Dublin City, Ireland Gilligan Black Recruitment Full time
About Our Team

Gilligan Black Recruitment is a successful financial advisory organisation with a reputation for excellence. We are dedicated to providing our clients with expert advice and guidance to help them achieve their financial goals. Our team is comprised of highly experienced and skilled professionals who are passionate about delivering exceptional results.

As a Financial Planning Administrator with our team, you will have the opportunity to work closely with our expert Financial Advisors and support them in their daily tasks. Your key responsibilities will include preparing New Business proposals, managing client profiles, assisting with Annual Portfolio Reviews, and attending select client meetings. We are looking for a talented, driven individual with a minimum of 2 years experience in financial services and a QFA qualification. Strong knowledge of MS Office, especially Excel and Word, is also essential.