- 经验
- 2-3岁
- 薪水
- —
- 职位空缺
- 1
- 发布
- 2周前
- Work mode
- 在办公室
- 学历
- Degree in Business, Finance, or a related discipline
- Eligibility
- Applicants should have the right background in Business, Finance, or a related discipline, along with 2 to 3 years of relevant experience in financial advisory or life and pensions administration. QFA-qualified candidates with AML/compliance knowledge are suitable.
- Resume
- Required to apply
Where you'll work
职位描述
Role overview
We are looking for an administrator to support a growing Irish wealth management and financial advisory team in Dublin City Centre. This position offers the chance to work closely with advisers and build hands-on experience across wealth management, pensions, and investment services.
Key responsibilities
- Take ownership of the full administration process for client portfolios from start to finish.
- Assist with yearly portfolio reviews and the preparation of valuations.
- Handle new business submissions across pension, protection, and investment products.
- Coordinate with product providers so applications are processed promptly.
- Keep clients updated on their portfolios and application progress.
- Support advisers in meeting regulatory and compliance obligations.
Requirements
- A degree in Business, Finance, or a closely related field.
- At least 2 to 3 years of experience in a comparable role within a financial advisory firm or life and pensions brokerage.
- QFA qualification.
- Working knowledge of AML and compliance standards.
- Strong accuracy and numerical skills.
- Clear written and spoken communication abilities.
- Capability to work effectively both on your own and as part of a team.
Additional information
This is a fully on-site role based in Dublin City Centre.