Senior Financial Planning Admin(QFA) €30000 - €40000 - Immediate Interviews!

Job Ref: JD DPFA

Industry Sector: Finance & Accountancy

Location: Dublin South

Type: Permanent

Salary: €30000 - €40000

Contact: James Devon


Job Description

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Essential Skills / Attributes

  • QFA
  • Technical, accurate, diligent and analytical
  • Work to tight deadlines
  • Flexible and ability to multi-task
  • Detail oriented
  • Client focused
  • Work under Pressure
  • Ability to follow procedures / processes

Duties & Responsibilities

  • Technical Analysis
  • Client interaction
  • Preparation of suitability statements
  • Compliance procedures
  • New business processing
  • Investment fund analysis & research
  • Analysis of existing client arrangements
  • Report preparation
  • Manage client queries

Requirements

  • Experience working at a Brokerage firm, financial institutions or Life Office
  • Technical knowledge of insurance, pensions & investment products
  • General knowledge of investment markets;
  • Computer / IT skills
  • Numeric skills
  • Strong customer service focus

Get in touch now for immediate consideration or call 016704488 and ask to speak with James!

 


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