QFA Financial Advisor – Life/ Pensions
About Your New Employer
A well-known wealth management company are looking for a Client Services Executive to join their team in Cork.
About Your New Job
- Client portfolio end-to end administration
- Annual portfolio reviews and valuations
- Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications.
- Communicating with clients regarding their portfolios and new applications in an effective and timely manner
- Working with and supporting advisers in meeting regulatory compliance requirements.
What Skills are Required
- BA (Hons) Degree within a Business or Finance related discipline
- A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life & Pensions Broker is essential
- QFA qualified or progressing towards this qualification is essential
- Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
- Microsoft Word, Excel, and Outlook (Intermediate)
What’s on offer
- €35k - €45k DOE
- Flexible working from home options
- Pension contribution
- Income protection
- Life cover
- Employee Assistance Programme
