Our client is a leading Irish Wealth Management and Financial services provider.
Role:
On their behalf we are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.
These roles can will be based in their Cork office.
Key Responsibilities:
* Client portfolio end-to end administration
* Annual portfolio reviews and valuations
* Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
* Communicating with clients regarding their portfolios and new applications in an effective and timely manner
* Working with and supporting advisers in meeting regulatory compliance requirements.
Skills and Qualifications:
* BA (Hons) Degree within a Business or Finance related discipline
* A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life & Pensions Broker is essential
* QFA qualified or progressing towards this qualification is essential
* Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
* Ability to demonstrate a high level of attention to detail with a focus on numerical skills
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