Our client is a well established global professional services firm who seeking to appoint a Financial Planning administrator to work closely with their Financial Planning team in their Limerick based offices. Key Responsibilities Providing administration support to the Financial Advisors Reviewing all documentation to ensure accuracy and compliance with contractual requirements Assist with pension and insurance administration Liaise with Life Assurance and Pension companies to manage client cases Manage and maintain client data using CRM system Prepare and manage client files and reports Ensure compliance with regulatory requirements and internal policies Requirements At least 2 years experience in a similar role - preferably within the financial services sector / brokerage QFA status or progression towards a relevant qualification would be a distinct advantage Experience with CRM or data management systems desirable Demonstrate an ability to maintain a high level of accuracy Excellent administrative, communicative (written & oral) and interpersonal skills Proficiency in relevant software and tools for policy administration and client management Be an ambitious, proactive team player Skills: Financial Planning qfa pensions wealth management Investments CRM Administrative Support Benefits: Pension Fund Flexitime Paid Holidays Medical Aid / Health Care