Position: Financial Planning Administrator
Company: Opes Wealth Trust
Location: Dublin 6W
Contact: Cathal Mc Cabe/Frank Kenny/Diarmuid Furey
Contact Email: info@opeswealthtrust.ie
Date Posted: May 2021

Role:

This role represents an opportunity for the successful candidate to progress their career in a growing and well-established Financial Planning firm. The successful candidate will be responsible for the efficient management of daily office tasks, administration of client files including client communications and compliance management.

Role Responsibilities:

• Provide administrative support to the Associates and Partners of the firm.
• Establish relationships with existing and new clients of the firm.
• Assist in compiling and analysing financial planning reports.
• Utilise the various partner platforms to submit new business.
• Liaise with external partners to see work through to issue.
• Ensure all relevant procedures are followed to comply with Central Bank Guidelines.

Skills/Education/Experience:

• A Qualified Financial Advisor (Q.F.A.) qualification.
• Strong Interpersonal/Organisational skills.
• Competent computer skills.
• A team player who is highly motivated and enthusiastic.
• Ideally 3-5 years in a similar role in the industry.
• Ability to work on own initiative.

What you can expect from us:

• Competitive remuneration and attractive range of benefits.

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Please respond with your Curriculum Vitae, in the strictest confidence, to: info@opeswealthtrust.ie