Senior Administrator - Financial Planning and PensionsJob Summary
Job Description
What is the opportunity?
We have an exciting opportunity for a Senior Administrator to join the Financial Planning and Pensions Team in Dublin. The purpose of this role is to provide effective financial planning administration both directly to clients and by assisting Financial Planners and Investment Managers in the provision of high quality, professional investment management services.
What will you do?
1. Understand the Irish pension and discretionary wealth management market.
2. Broad understanding of core Pensions and Financial Planning solutions and building knowledge through exposure to client planning scenarios.
3. Assist with the production of financial plans and analytical information in support of Financial Planning Team.
4. Supports colleagues with client interaction and by developing an awareness of client management and advice processes. Supports preparation of client review and new client meeting packs.
5. Maintain detailed records of applications in process and reminder system, update and maintain pensions new business report and the consolidation/ retirement reports.
6. Establish an effective, professional and positive relationship with team members. Act as a role model for sharing ideas and supporting colleagues in their work to contribute to overall success of the team and office.
7. Set an example by following thepany Values and Risk Culture and encourage these behaviors in others.
8. Promote a culture which embraces collaboration, encouraging trust and openness between all colleagues and clients.
9. Motivate and inspire others to achieve business objectives. Work with senior colleagues to determine priorities and execute business plans.
10. Maintain technical knowledge and CPD to keep abreast of legislation changes.
11. Understand andply with regulations and principles applying to the role and RBC BD policies and procedures.
12. Liaise with Investment Manager Support team in relation to the onboarding of new business.
What do you need to succeed?
Must-have
13. Proven experience in a technical, ideally Pensions/Retirement Planning Client Facing role.
14. Has attained QFA as a minimum, with relevant modulespleted to APA level as a minimum.
15. Maintains CPD in line with professional body requirements.
16. Knowledge and understanding of the Irish pension and discretionary wealth management market.
Nice-to-have
17. Existing knowledge of RBC Brewin Dolphin values and culture.
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive andmunities prosper. We care about each other, reaching our potential, making a difference to ourmunities, and achieving success that is mutual.
18. Aprehensive Total Rewards Program including bonuses, flexible benefits andpetitivepensation.
19. Leaders who support your development through coaching and managing opportunities.
20. Opportunities to work with the best in the field.
21. Ability to make a difference and lasting impact.
22. Work in a dynamic, collaborative, progressive, and high-performing team.
23. A world-class training program in financial services.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any otherpany location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Additional Job Details
Address:
1 SHELBOURNE ROAD:DUBLIN
City:
Dublin
Country:
Ireland
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-16
Application Deadline:
2025-08-13
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients andmunities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients andmunities at Job ID R-0000133317