Our client is a long-established insurance and financial planning brokerage based in Dublin, working with owner-managed and family-run businesses across multiple sectors.
They offer a supportive, collaborative environment with strong career progression opportunities.
Skills QFA qualified with 35 years experience (minimum 18 months in brokerage) Strong organisational skills with excellent attention to detail Proven customer service focus and ability to work independently Strong communication, problem-solving, and time management skills Experience in a regulated financial planning environment advantageous Proficient in Microsoft Word, Excel, and Power Point Key Responsibilities Provide administrative support across life, pension, and investment products Assist with new business submissions and ongoing client servicing Prepare documentation for client meetings and attend meetings in a support role Process new business applications and liaise with life companies to ensure timely completion Communicate with clients by phone and email, providing progress updates Support compliance requirements, including client recommendations and regulatory documentation Assist with ad-hoc business development projects Skills: Pensions QFA APA Life Investments Wealth Administrator Benefits: Work From Home