An exciting opportunity in one of Irelands leading financial advisory firms. . This award-winning firm based in Dublin city centre are searching for a client support advisor to join their team. 

This company is responsible for overseeing approximately €1 billion in assets on behalf of their clients who are pension funds, private individuals, corporations and charities. 

This is an excellent opportunity for an APA (QFA’d) to take the next step in their career. 

On successful hire your duties & responsibilities will include: 

• Providing administrative support to Private Client Managers to help deliver a high-quality client service in insured, self-administered and ARF business.
• Generating and comparing Risk Quotations for life assurance business
• Drafting Suitability letters for Pension investment business
• Setting up new business on database and chasing of outstanding requirements.
• Setting up bank accounts, insured and self- administered schemes.
• Liaising with clients, third party insurance and/or investment companies as well as stockbrokers and/or banks.
• Ad-hoc projects as the arise.
• The package on offer is €35000 plus benefits including health insurance & pension

• APA (Life Assurance, Pensions, Savings and Investments) is an absolute requirement for this role.
• 1 – 2 year’s brokerage experience essential.
• 6 months experience on a full-time equivalent basis regarding the provision of MiFID Services or commitment to obtain same.
• Strong administration background.
• Excellent knowledge of protection/risk investment and pension products.
• Excellent knowledge of Microsoft Outlook, Excel, Word and PowerPoint.
• Ability to prioritise workload in a busy environment.
• Good understanding of AML Rules and the conduct of business requirements set out under MiFID Regulations and the Consumer Protection Code of 2012.
• Ability to work as part of a team, along with being able to work on own initiative.
• A high level of accuracy/attention to detail.