Financial Planning Administrator
Our Client is looking to add an experienced Financial Planning Administrator to their team in South Dublin.
This is an excellent opportunity for the successful candidate offering a competitive salary and excellent benefits.
Key Responsibilities: - Manage the back office and compliance function.
- Prepare and maintain client files.
- Draft comprehensive suitability reports / reasons why letters.
- Oversee implementation of recommendations, including application processing and pipeline management.
Minimum Requirements: - QFA Qualified
- 3-5 years experience in the financial services industry preferably within a brokerage.
- Extensive knowledge in pensions, investments and protection products.
- Exceptional suitability report writing skills.
- 2 days per week in office
Benefits:
- Pension
- Income Protection
- 22 days annual leave
- Bonus
- Flexi time
Please send your CV to rlawrie@eirkoo.ie if you wish to apply for the role or contact Rachael on (01) 699 1200 if you want to have a confidential chat before applying.
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