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Financial Advisor - Administrator Level

Job Seekers Ireland Financial Services Financial Services

Job Summary

  • Cork
  • Permanent
  • BBBH793989
  • Sep 22, 2021
  • Competitive
Job Description

New opportunity for an Administrator to join a Financial Services business. Fantastic opportunity for advancement within the business to Financial Advisor Level.

Our client is looking for an Administrator to join their business. This role will work on site in the office and support the Financial Advisor's within the company.

Great opportunity for someone who is looking to develop a career as a Financial Advisor and pursue their QFA qualification. An interest in Financial Services products is an advantage.

This position will act as a key member of the team, acting as the first point of contact for all clients.

Responsibilities:

  • Develop and maintain relationships with key clients and customers by responding to queries in a timely and efficient manner.
  • Ensure all client files are fully compliant.
  • Prepare periodic reports for management as required.
  • Provide support to financial advisors.
  • Keep diaries in order.

Requirements:

  • 1-2 years' experience in a similar role
  • QFA qualification desirable
  • Good knowledge of financial services products.

If you are interested in hearing more about this opportunity, get in touch today.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Consultant Details

Consultant Details

jill-collins
Jill Collins
  • Senior Consultant
  • 021 2300300
  • jillcollins@morganmckinley.com