LIfe and Pension Administrator Our client, an established Wealth Management Business is recruiting for a client Client Services Executive to join their growing team.

They offer flexi time and hybrid working options and so much more

The Role:
• Annual portfolio reviews and valuations
• Responsible for the processing of new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
• Liaising with clients regarding their portfolios and new applications
in an effective and timely manner
• Working alongside experienced advisers and provide support  in meeting regulatory compliance requirements.

What you need:
• At least 2 years experience in a similar role. Broker experience is desirable
• BA degree in a Business or Finance related discipline
• QFA qualified or working towards 
• Working knowledge of Anti-Money Laundering (AML) requirements and
associated Compliance requirements.

Please apply through the portal or send your CV to Rachael at
if you wish to be considered for this role. Appy Now

Key Job Specs

  • Listed: 07 Jun 2024
  • Location: Dublin South
  • Work Type: Permanent / Full Time

Apply for this role

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