Job Summary:
We are seeking an Executive Finance Coordinator to join our team in Dublin. This role is responsible for providing administrative support to the Financial Planning and Pensions Team, focusing on financial planning administration.
Main Responsibilities:
* Familiarize yourself with the Irish pension and discretionary wealth management market.
* Broad understanding of core Pensions and Financial Planning solutions.
* Support the production of financial plans and analytical information for the Financial Planning Team.
* Assist colleagues with client interaction and develop an awareness of client management and advice processes.
* Maintain detailed records of applications in process and reminder system.
* Establish a professional relationship with team members and act as a role model for sharing ideas and supporting colleagues.
* Promote a culture that encourages collaboration and trust between colleagues and clients.
* Motivate others to achieve business objectives and work with senior colleagues to determine priorities.
* Stay up-to-date with legislation changes and maintain technical knowledge through CPD.
* Comply with regulations and principles applying to the role and maintain industry knowledge.
Requirements:
Must-have
* Proven experience in a technical, ideally Pensions/Retirement Planning Client Facing role.
* Has attained QFA as a minimum, with relevant modules completed to APA level as a minimum.
* Maintains CPD in line with professional body requirements.
* Knowledge and understanding of the Irish pension and discretionary wealth management market.
What's in it for you?
This role offers opportunities for professional growth and development in a dynamic and collaborative environment. You will have the chance to work with experienced professionals and contribute to the success of our team.