Job Title
As a key member of our team, you will work closely with the Financial Planning department in Limerick-based offices.
1. Providing administrative support to financial advisors by handling daily tasks and maintaining accurate records.
2. Reviewing documentation for accuracy, compliance, and quality assurance purposes.
3. Managing client data using CRM systems to ensure seamless customer service.
Requirements
* At least 2 years experience in the financial services sector, with a strong focus on administration and customer-facing roles.
* QFA status or relevant qualification desirable, demonstrating expertise in financial planning and management.
* Candidates with experience in CRM or data management systems are highly preferred, showcasing their ability to adapt and learn.