Jobs
My ads
My job alerts
Sign in
Find a job Employers
Find

Assistant financial advisor

Morgan Mckinley
Finance assistant
Posted: 17 October
Offer description

Assistant Financial Advisor | Investments & Pensions | Dublin (Hybrid) | PermanentA fast-growing, award-winning financial services firm in Dublin is seeking anAssistant Financial Advisorto join its expanding team. This is a newly created role driven by continued business growth and offers a fantastic opportunity to develop within a collaborative and high-performing environment.Role Summary:The successful candidate will work closely with a team of experienced Financial Advisors, with clear development pathways to progress into an advisory role.RESPONSIBILITIES:Client Support (Approx. 80%):Manage new investment and pension applications from offer through to account openingAdminister group pension and employee benefits schemesPrepare presentations, reports, and financial advice for both corporate and individual clientsProgress toward providing regulated financial advice on pensions and investmentsHandle inbound client queries professionally and efficientlyDemonstrate awareness of compliance and regulatory requirements (e.g., CPC, AML, data protection)Business Development & Operational Support (Approx. 20%):Identify and act on opportunities within the existing client baseAssist with compliance and administrative duties across the businessSupport continuous improvement initiatives and strategic business projectsAssist in the development of sales proposals and marketing initiativesParticipate in promotional events such as Pensions Awareness WeekREQUIREMENTS:Qualified Financial Advisor (QFA) designation is essentialMinimum of 3 years' experience in investments and pensionsAbility to work independently and anticipate client/team needsStrong organisational skills with excellent attention to detailConfident communicator with excellent interpersonal and presentation skillsProficient in Microsoft Word, Excel, and PowerPoint

Apply
Create an E-mail Alert
Job alert activated
Saved
Save
Similar job
Regional finance assistant
Special Olympics
Finance assistant
Similar job
Finance assistant
Dublin
The Hoxton
Finance assistant
€40,000 - €60,000 a year
Similar job
Administration assistant finance assistant - ce scheme - st marys community project limited
Dublin
St Marys Community Project Limited
Finance assistant
€40,000 - €60,000 a year
Similar jobs
Morgan Mckinley recruitment
Morgan Mckinley jobs in County Dublin
jobs County Dublin
jobs Leinster
Home > Jobs > Finance jobs > Finance assistant jobs > Finance assistant jobs in County Dublin > Assistant Financial Advisor

About Jobijoba

  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create an E-mail Alert
Job alert activated
Saved
Save