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The successful applicant will fulfil the role of administrative and compliance assistant providing support to Financial Planners offering Financial and Retirement Planning, Investment Advice and Life Insurance.

The Role

Reception, marketing, onboarding of clients, research, arranging financial products, ensuring adherence to all regulatory and compliance requirements, basic bookkeeping, customer service and other duties as assigned. 

The Requirements

  • Leaving certificate or equivalent, to include English and Maths
  • IT literate. Proficient in MS Office with particular focus on Word and Excel
  • Excellent communicator (written and telephone skills)
  • Ability to work on own initiative
  • Willing to complete QFA (fees paid on successful completion)

The Person

  • Hard working and self-motivated with positive can-do attitude and excellent attention to detail
  • Excellent interpersonal skills and ability to build strong relationships
  • Problem solver with the ability to manage a demanding workload to deadlines

No experience in financial services required but some office administration experience would be an advantage. Good numeracy essential.

The successful candidate will be required to pass fitness and probity checks and undertake continuous professional development (CPD). Opportunities for further training and development will be available.

Central location with parking, kitchen facilities, laptop, mobile phone, paid holidays, education grants and matching pension.

The appointment will initially be on a six-month probationary basis.

This role is an excellent opportunity for the right applicant. Applications with CV to [email protected]