Financial Planning Administrator Dublin 4 ( Hybrid) €30K to €35K + bonus Are you ready to take your career in financial services to the next level?
This hugely successful financial advisory organisation are expanding and are looking for a talented, driven individual to join their expert team as aFinancial Planning Administrator.
There is ample opportunity to progress within this role and work your way up to a Financial Advisor Your Role: Youll work closely with their Financial Advisors to: Prepare New Business proposals Manage client profiles and information requests Ensure accuracy in Annual Portfolio Reviews Assist with client queries and serve as an alternative contact when Advisors are unavailable Attend select client meetings and contribute to ad-hoc projects It is expected you have a minimum of 2 years experience in financial services with a QFA qualification.
Very Client-focused, detail-oriented, and proactive with strong knowledge of MS Office, especially Excel and Word Apply today for immediate consideration Skills: QFA Word Excel Financial Planning