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Financial Planning Administrator

  • Location:

    Dublin South

  • Contact email:

    colin.ryan@sigmar.ie

  • Sector:

    Insurance

  • Contact phone:

    +35314744608

  • Job type:

    Full Time

  • Job ref:

    CRY312

  • Salary:

    €40,000 - 45,000

  • Published:

    12 days ago

  • Contact email:

    colin.ryan@sigmar.ie

  • Consultant:

    Colin Ryan

Job description

Salary: €40,000 - €45,000

 

About Your New Job

  • Manage new business applications, liaising with clients for relevant documentation.
  • Build and maintain relationships with clients, insurers and other interested parties.
  • Provide sales and administrative support to financial advisors.
  • Answer client queries along with providing regular updates and reports.
  • Ensure all work is carried out in line with CBI regulations.
  • Office management duties as required.

 

About Your New Employer

Your new employer are a boutique wealth management brokerage with an office on the Southside of Dublin City.

They are looking to add a Financial Planner to their team to provide support to their team of advisors.

Role will be office based.

 

Requirements

  • Minimum of 5 years’ experience in a life & pensions role, ideally within a brokerage.
  • QFA required.
  • Indepth knowledge of a variety of life, pensions & investment products.

 

What’s Next?

If you’re interested in the above job, contact Colin in Sigmar Recruitment on 01 4744608 or colin.ryan@sigmar.ie for a confidential chat.

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