Kilkenny, County Kilkenny, Ireland
Key Responsibilities
Working closely with the Financial Advisors to provide a high level of service to new and existing individual clients.
Sales support and paraplanning service to the Senior Advisors.
Compliance procedures.
Developing and managing relationships with insurance providers, clients, and other staff members.
Ensure compliance with company policies, regulatory, professional, and legal requirements.
Qualifications and Requirements
1-2 years’ administration experience ideally in the financial services industry.
Strong customer service focus.
Excellent interpersonal and communication skills.
Excellent organisational skills.
Knowledge of Financial Planning CRM system.
The ability to successfully manage deadlines.
Commercial awareness and a commitment to exceptional customer service.
A willingness to learn and develop professionally.
A passion for helping businesses achieve their potential.
Benefits
Market‑leading compensation and benefits package.
Substantial employer pension contribution.
Generous annual leave allowance.
Supportive family‑oriented workplace policies.
Blended WFH.
Opportunities for internal growth and development.
Access to a bike to work scheme.
Access to an employee assistance programme.
Well‑being benefits, including the Digital Doctor programme.
Regular wellness, social, and charity activities throughout the year.
Voucher at Christmas.
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