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Assistant brokerage branch manager

Cork
Morgan Mckinley
Branch manager
Posted: 23 May
Offer description

Our client, a well-established and highly respected financial services organisation, is currently seeking an experienced and motivated Assistant Branch Manager to join their Cork-based team. This is an excellent opportunity for a qualified financial services professional who combines strong operational expertise with leadership capability and a passion for supporting advisor performance and branch development. The successful candidate will play a key role in supporting branch operations, advisor engagement, compliance standards, and business quality management, while contributing to the continued growth and efficiency of the business. Skills APA qualification in life assurance, pensions, savings & investments is essential. Previous experience within life assurance, pensions, savings & investments, sales support, branch operations, or advisor support environments. Strong technical proficiency across CRM systems, ePOS, AIS, LMS platforms, and reporting tools such as Power BI. Excellent organisational skills with strong attention to detail. Proven ability to manage multiple priorities in a fast-paced environment. Strong interpersonal and relationship management skills. A proactive and solutions-focused approach to compliance, operational improvement, and team support. Excellent communication and analytical skills Responsibilities Deliver comprehensive sales support and branch administration functions, ensuring operational demands are consistently met. Support financial advisors with business queries, systems assistance, product knowledge, and process guidance. Build and maintain effective working relationships across internal departments and key stakeholders. Collaborate with branch management to identify areas requiring additional advisor support and provide regular operational feedback. Assist in identifying training and development requirements for the sales team and support the delivery of training initiatives where required. Monitor and manage business quality standards and sales pipeline activity within the branch. Ensure all compliance procedures and regulatory requirements are adhered to across branch operations. Analyse existing business processes and recommend improvements to enhance efficiency, productivity, and user understanding. Support reporting and operational oversight using internal systems and performance tools. Skills: APA Assistant Branch Manager life pensions investments financial advise life assurance
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