Jobs
My ads
My job alerts
Sign in
Find a job Employers
Find

Senior administrator – financial planning and pensions

Dublin
0000055865 BD Wealth Management
Financial planner
€40,000 - €60,000 a year
Posted: 23h ago
Offer description

Social network you want to login/join with:


Senior Administrator – Financial Planning and Pensions, Dublin

col-narrow-left


Client:

0000055865 BD Wealth Management


Location:

Dublin, Ireland


Job Category:

Other

-


EU work permit required:

Yes

col-narrow-right


Job Reference:

54c4a7394278


Job Views:

7


Posted:

12.08.2025


Expiry Date:

26.09.2025

col-wide


Job Description:

Job Description

This role offers an exciting opportunity for a Senior Administrator to join the Financial Planning and Pensions Team in Dublin. The primary responsibility is to provide effective financial planning administration directly to clients and assist Financial Planners and Investment Managers in delivering high-quality investment management services.

What will you do?

1. Understand the Irish pension and discretionary wealth management market.
2. Develop a broad understanding of core Pensions and Financial Planning solutions, expanding knowledge through exposure to client planning scenarios.
3. Assist in producing financial plans and analytical information supporting the Financial Planning Team.
4. Support client interactions and develop awareness of client management and advice processes, including preparing client review and new client meeting packs.
5. Maintain detailed records of applications, update pensions reports, and manage the consolidation/retirement reports.
6. Establish and maintain professional relationships with team members, acting as a role model and supporting colleagues.
7. Follow company values and risk culture, encouraging these behaviors in others.
8. Promote collaboration, trust, and openness within the team and with clients.
9. Motivate and inspire team members to achieve business objectives, working with senior colleagues on priorities and business plans.
10. Keep technical knowledge current through CPD and stay informed about legislative changes.
11. Ensure compliance with relevant regulations, policies, and procedures.
12. Liaise with the Investment Manager Support team regarding new business onboarding.

What do you need to succeed?

Must-have

1. Proven experience in a technical role, ideally in Pensions/Retirement Planning, with client-facing responsibilities.
2. Attained QFA certification at minimum, with relevant modules completed to APA level.
3. Maintain CPD in accordance with professional body requirements.
4. Knowledge of the Irish pension and discretionary wealth management market.

Nice-to-have

* Existing knowledge of RBC Brewin Dolphin values and culture.

What is in it for you?

We thrive on challenges and support your growth through coaching, development opportunities, and a collaborative team environment. Benefits include bonuses, flexible benefits, competitive salary, world-class training, and opportunities to make a meaningful impact.

Agency Notice

RBC Group does not accept agency resumes. Please do not forward resumes to employees or other locations. Only pay fees to agencies with a prior agreement. Contact the Recruitment team for details.

#J-18808-Ljbffr

Apply
Create an E-mail Alert
Job alert activated
Saved
Save
Similar job
Senior manager financial planning & strategic analysis (m/f/d)
Dublin
auxmoney GmbH
Financial planner
€80,000 - €100,000 a year
Similar job
Head of financial planning and analysis
Dublin
Camino Search
Financial planner
€125,000 - €150,000 a year
Similar job
Head of wealth & financial planning
Dublin
NFP Corp
Financial planner
Similar jobs
Finance jobs in Dublin
jobs Dublin
jobs County Dublin
jobs Leinster
Home > Jobs > Finance jobs > Financial planner jobs > Financial planner jobs in Dublin > Senior Administrator – Financial Planning and Pensions

About Jobijoba

  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create an E-mail Alert
Job alert activated
Saved
Save