Key Responsibilities:
* Client portfolio end-to-end administration
* Annual portfolio reviews and valuations
* Processing new business, communicating, and interacting with product producers to ensure prompt processing of applications for 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 to meet regulatory compliance requirements.
Essential Skills and Qualifications:
* Bachelor of Arts (Hons) Degree in a Business or Finance related discipline
* Minimum 2-3 years' relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker
* Qualified Financial Adviser (QFA) qualification or progressing towards this qualification
* Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements
* Demonstrated high level of attention to detail with focus on numerical skills
The ideal candidate will be working in our Cork office as part of a growing and dynamic team for a leading Irish Wealth Management and Financial services provider at the forefront of Wealth Management in Ireland.