Hybrid Financial Planning Client Services Specialist

Fortress Financial Planning; Dublin; Hybrid; EUR 38,000 - 48,000; Full time

Benefits offered by this job

Company pension 5%

Income protection

Death in service

Mobile phone allowance

23 days leave

Hybrid working

CPD support

Team oriented

Job summary

Fortress Financial Planning is seeking an experienced Client Services Administrator to support our Irish financial planning practice. You will manage client files, move applications through pension, investment and protection providers, and ensure advisers have time with clients rather than paperwork.

You will be the friendly, reliable voice for many clients, handling queries and maintaining accurate records in a collaborative, close-knit team.

Qualifications

• At least three years' administration experience within a brokerage or financial advisory firm.
• Real care for detail and accuracy in handling client records.
• Excellent organisation with ability to move multiple cases without slips.
• Clear, friendly manner on the phone and in writing.
• Confidence with Microsoft Office and comfortable learning new systems.
• Honesty, integrity and discretion handling personal and financial data.
• Experience with Irish provider portals and processes for pensions, investments and protection.
• Experience using Salesforce is a bonus.

Responsibilities

• Existing Business Administration: Set up and maintain client records in our CRM; prepare meeting packs and handle enquiries by phone and email.
• New business and ongoing servicing: Complete and submit applications; chase outstanding requirements; manage ongoing instructions and changes.
• Compliance and record keeping: Ensure files meet Central Bank requirements; support audits and maintain GDPR compliance.
• Running the office: Manage diaries, post, scanning and general office organisation; improve processes.

Skills

Organisation

Attention to detail

Phone & written communication

Multitasking

Discretion

Tools

Salesforce

Microsoft Office

Job description

Fortress Financial Planning is seeking an experienced Client Services Administrator to support our Irish financial planning practice. You will manage client files, move applications through pension, investment and protection providers, and ensure advisers have time with clients rather than paperwork.

You will be the friendly, reliable voice for many clients, handling queries and maintaining accurate records in a collaborative, close-knit team.