Broker Support Specialist: Pensions & Investments

Elevate Partners; Dublin; On-site; EUR 30,000 - 45,000; Full time

Job summary

Elevate Partners in Dublin is seeking a Broker Support Associate to join a leading Financial Services firm. You will provide a high level of broker support, manage account openings, and liaise with internal operations to meet broker and client needs.

The role emphasizes maintaining broker and client pipelines, MI updates, and supporting Account Managers while developing knowledge across pensions and investment products. A relevant degree and strong service orientation are required.

Qualifications

• APA or QFA certification required.
• Degree in business, finance or related discipline.
• Strong numerical skills and attention to detail.

Responsibilities

• Provide a high level of service and support to brokers, ensuring queries are handled efficiently.
• Manage new account opening and related queries.
• Liaise with internal operations to support broker and client needs.
• Maintain and update broker and client pipelines and MI.
• Support Account Managers while developing knowledge across pensions and investment products.

Skills

Customer service skills

Numerical skills

Attention to detail

Organization and prioritisation

Education

APA or QFA qualified

Degree in business/finance or related discipline

Job description

Elevate Partners in Dublin is seeking a Broker Support Associate to join a leading Financial Services firm. You will provide a high level of broker support, manage account openings, and liaise with internal operations to meet broker and client needs.

The role emphasizes maintaining broker and client pipelines, MI updates, and supporting Account Managers while developing knowledge across pensions and investment products. A relevant degree and strong service orientation are required.