Our client, a leading Irish wealth management and financial advisory firm, is seeking a Client Service Executive to join their growing team.
This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services.
The role is office based in Co.
Cork Requirements Degree in Business, Finance, or a related discipline 23 years experience in a similar role within a financial advisory firm or life & pensions broker QFA qualified or working towards qualification APA is essential Strong attention to detail and numerical ability Excellent written and verbal communication skills Ability to work independently and as part of a team Key Responsibilities Manage end-to-end administration of client portfolios Support annual portfolio reviews and prepare valuations Process new business across pensions, protection, and investment products Liaise with product providers to ensure timely processing of applications Communicate with clients regarding portfolios and applications Assist advisers in meeting regulatory and compliance requirements Skills: Pensions Life Investments Wealth Management APA QFA