Financial Planning Administrator

Financial and Technical Recruitment Ltd; Limerick; On-site; EUR 30,000 - 40,000; Full time

Job summary

A global professional services firm in Limerick is seeking a Financial Planning administrator to support their Financial Planning team. The ideal candidate should have at least 2 years of experience in a similar role within the financial services sector. Key responsibilities include providing administrative support to financial advisors and ensuring compliance with regulatory requirements. The firm offers benefits such as a pension fund and flexitime.

Benefits

Pension Fund

Flexitime

Paid Holidays

Medical Aid / Health Care

Qualifications

• At least 2 years’ experience in a similar role within financial services sector.
• Experience with CRM or data management systems desirable.
• Excellent administrative, communicative and interpersonal skills.

Responsibilities

• Providing administration support to the Financial Advisors.
• Reviewing documentation for accuracy and compliance.
• Managing and maintaining client data using CRM system.

Skills

Financial Planning

QFA

Pensions

Wealth Management

Investments

CRM

Administrative Support

Education

QFA status or relevant qualification

Tools

CRM systems

Job description

Our client is a well established global professional services firm who are seeking to appoint a Financial Planning administrator to work closely with their Financial Planning team in their Limerick based offices.

Key Responsibilities

• Providing administration support to the Financial Advisors
• Reviewing all documentation to ensure accuracy and compliance with contractual requirements
• Assist with pension and insurance administration
• Liaise with Life Assurance and Pension companies to manage client cases
• Manage and maintain client data using CRM system
• Prepare and manage client files and reports
• Ensure compliance with regulatory requirements and internal policies

Requirements

• At least 2 years’ experience in a similar role - preferably within the financial services sector / brokerage
• QFA status or progression towards a relevant qualification would be a distinct advantage
• Experience with CRM or data management systems desirable
• Demonstrate an ability to maintain a high level of accuracy
• Excellent administrative, communicative (written & oral) and interpersonal skills
• Proficiency in relevant software and tools for policy administration and client management
• Be an ambitious, proactive team player

Skills

• Financial Planning
• qfa
• pensions
• wealth management
• Investments
• CRM
• Administrative Support

Benefits

• Pension Fund
• Flexitime
• Paid Holidays
• Medical Aid / Health Care