Assistant Brokerage Branch Manager

Our client, a well-established and highly respected financial services organisation, is currently seeking an experienced and motivated Assistant Branch Manager to join their Cork-based team. This is an excellent opportunity for a qualified financial services professional who combines strong operational expertise with leadership capability and a passion for supporting advisor performance and branch development.

The successful candidate will play a key role in supporting branch operations, advisor engagement, compliance standards, and business quality management, while contributing to the continued growth and efficiency of the business.

Skills

• APA qualification in Life Assurance, Pensions, Savings & Investments is essential.
• Previous experience within financial services, sales support, branch operations, or advisor support environments.
• Strong technical proficiency across CRM systems, ePOS, AIS, LMS platforms, and reporting tools such as Power BI.
• Excellent organisational skills with strong attention to detail.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and relationship management skills.
• A proactive and solutions-focused approach to compliance, operational improvement, and team support.
• Excellent communication and analytical skills

Responsibilities

• Deliver comprehensive sales support and branch administration functions, ensuring operational demands are consistently met.
• Support financial advisors with business queries, systems assistance, product knowledge, and process guidance.
• Build and maintain effective working relationships across internal departments and key stakeholders.
• Collaborate with branch management to identify areas requiring additional advisor support and provide regular operational feedback.
• Assist in identifying training and development requirements for the sales team and support the delivery of training initiatives where required.
• Monitor and manage business quality standards and sales pipeline activity within the branch.
• Ensure all compliance procedures and regulatory requirements are adhered to across branch operations.
• Analyse existing business processes and recommend improvements to enhance efficiency, productivity, and user understanding.
• Support reporting and operational oversight using internal systems and performance tools.