Job Reference: FRS57595
Job Duration:
Start date: ASAP
Description:
Job Title: Financial Client Support Executive
Location: Dublin
Type: Full-time, Permanent
Salary: Competitive + Employer Contribution Pension +Health Insurance
WorkArrangement: Hybrid (Office & Remote) minimum 2 days in office
Overview: Are you passionate about finance, investments, and client service? We have an exciting opportunity for a Financial Client Support Executive to join our client, a leading playerin the financial services industry. In this role, you'll collaborate closely with their team of seasoned advisors, helping to shape financial plans and deliver exceptional client experiences. This full-time position comes with a competitive compensation package, including an employer contribution pension, and offers a flexible hybrid work arrangement.
Key Responsibilities: As aFinancial Client Support Executive, you will:
* Collaborate with Financial Advisors to gather and assess clients' financialstatements and records.
* Utilize Company-approved systems to model various financial scenarios, aiding in the creation of comprehensive financial plans.
* Support the preparation and presentation of client information, addressing inquiries and concerns.
* Assist in serving clients by conducting investment research, making preliminary financial recommendations, and coordinating meetings.
* Facilitate the implementation of recommendations through our expansive investment platform network.
* Ensurethe completion of compliance paperwork and adhere to industry regulations.
* Contribute to portfolio reviews, account opening, and compliance requirements.
* Update and maintain the CRM and related systems in line with company policies.
* Maintain communication with advisors, tracking progress and expediting advice completion.
* Engage in continuous learning, proactively enhancing your industry and company knowledge.
Qualifications and Skills: The successful candidate should possess:
* Excellent interpersonal skills for effective relationship building.
* Proficiency in core Microsoft Office applications.
* An analytical mindset with a keen interest in finance, investments, and taxation.
* Strong commercial acumen and intellectual agility.
* Ability to convey complex concepts in a clear and engaging manner.
* Exceptional written and verbal communication skills in English.
Personal Attributes: We are looking for a self-motivated individual with:
* A commitment to continuous improvement and high-quality work.
* The ability to influence and inspire in a positive manner.
* Detail-oriented work style, with the ability to manage tasks efficiently.
* High integrity and a trustworthy, open approach to interactions.
Experience:Experience within financial services, fund accounting, insurance, trustee companies, or related professional services firms is advantageous.
Education & Qualifications:
* Minimum requirement: Bachelor's degree in a numerate field (Finance, Investments, or similar), or a degree with relevant financial training/qualifications.
* Beneficial: QFA - Qualified Financial Adviser or CFP - Certified Financial Planner (or in training), along with a relevant postgraduate degree.
* Willingness to pursuethe QFA qualification if not already achieved
If you believe you have the skills for the role - apply with your most recent CV to Bernadette Sisson for immediate consideration.
Industry: Banking
Salary:
Salary Benefits:
Vacancy Type: Permanent
Job Skills: financialsupport, wealth management, Financial Admin,
Contact Name: Bernadette Sisson
Website: -
Direct Application URL: -