Client Services Lead / Senior Administrator - South Dublin

Fairstone Ireland; Dublin; On-site; EUR 55,000 - 75,000; Full time

Benefits offered by this job

Training and development

Career progression

Job summary

Fairstone Ireland in South Dublin seeks an experienced Client Services Manager/Senior Administrator to deliver an exceptional client experience and support financial advisors with paraplanning and end-to-end client service management.

The ideal candidate has 3+ years in financial planning/wealth management, APA accreditation (Investments/Pensions/Life Assurance), and strong IT skills with CRM systems and MS Office. QFA is a plus.

Qualifications

• Minimum 3 years' experience in a financial planning/wealth management firm in admin/client service roles.
• APA accreditation in Investments, Pensions and Life Assurance; full QFA is advantageous.
• Strong understanding of financial planning processes and products.
• Excellent organisation and time management with attention to detail.

Responsibilities

• Act as primary contact for existing clients, delivering exceptional service.
• Coordinate client review meetings and prepare documentation with advisers.
• Maintain client records in line with regulatory requirements.
• Assist advisers with suitability reports and financial planning documentation.
• Monitor workflows from instruction through to completion.
• Support compliance through accurate record-keeping and processes.

Skills

Client service

Relationship management

Organisation

Communication

Time management

Attention to detail

Education

APA accreditation in Investments, Pensions and Life Assurance

QFA (advantageous)

Tools

Financial Planning CRM systems

Microsoft Office

Job description

Fairstone Ireland in South Dublin seeks an experienced Client Services Manager/Senior Administrator to deliver an exceptional client experience and support financial advisors with paraplanning and end-to-end client service management.

The ideal candidate has 3+ years in financial planning/wealth management, APA accreditation (Investments/Pensions/Life Assurance), and strong IT skills with CRM systems and MS Office. QFA is a plus.