Company Description
Irish Pensions & Finance is one of Ireland's leading financial advisory firms, delivering expert guidance and a diverse range of financial products to over 30,000 clients. Our team of highly skilled financial advisors are well-versed in public sector superannuation schemes and strategies to optimize pension benefits. We are committed to a consultative approach, ensuring our services and financial solutions are tailored to meet the unique needs of each client.
Role Description
This is a full-time hybrid role located in Clonee, with some flexibility for remote work. The Assistant Financial Advisor will help clients achieve their financial goals whilenworking closely with their team. Responsibilities include conducting financial reviews, preparing client reports, assisting in the development of financial plans, and maintaining detailed client records. The Assistant Financial Advisor will also work directly with clients, addressing inquiries and assisting with tailored financial recommendations to meet their individual needs.
Qualifications
Strong organizational and administrative skills, with attention to detail and accuracy
Excellent communication, interpersonal, and client management skills
Proficiency in financial planning, analysis, and reporting tools
Ability to work independently and collaboratively in a dynamic, hybrid environment
Knowledge of pension schemes and the financial services industry, particularly in relation to the public sector, is a distinct advantage
Relevant educational qualifications, such as a degree in Finance, Business, Economics, or a related field; progress towards financial certifications is a plus
A client-focused mindset with the ability to understand customer needs and match them with suitable financial solutions
QFA qualification would be ideal, but not essential. You will be required to sit the exams while workong here
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