Financial Advice Admin Team Letterkenny​

Financial Advice Admin Team Letterkenny

Due to our expansion plans we are now looking to expand our Financial Advice Administration Team in Letterkenny.

We are looking for s self-starter to work alongside our Financial Advisors.

So, what does this role entail.

  • You will develop and maintain relationships with clients and customers by responding to queries in a timely and efficient manner.
  • Ensure all client information is up to date on our CRM and other systems
  • Ensure all client files are fully compliant both paper and soft copy.
  • Prepare paperwork & reports following advisor client meetings.
  • Manage the return of paperwork from clients.
  • Manage Life Assurance, Pension and Investments pipeline.
  • Prepare periodic reports for management as required.
  • Provide support to financial advisors.

 

We are looking for someone that has:

  • 1 years’ experience in a similar role with a brokerage.
  • QFA qualification is an advantage but not essential.
  • Good knowledge of life, pension & protection products.
  • Good knowledge of Microsoft Office.

This is a great opportunity for someone who is looking to develop a career as a Financial Advisor.

The role offers a starting salary of €23,300 – €27,000, depending on experience, with additional benefits and full training and support.

This is a full-time role, starting in Jan 2022.

Advice-First-Financial-We-Are-Hiring

Work With Experts

 

Talk to us now and make an appointment. Know how to start your application.

 
Work with Us. We are here to help clients with their Financial Planning Concerns. Begin your career in financial services with us.
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If you have questions or want to join our Financial Advice Admin Team Letterkenny, call 074 9103938 or email now.