Senior Financial Planning Administrator

Dublin City Centre
19 Sep 2018
20 Oct 2018
Job role
Senior Financial Planning Administrator Location: South Dublin Salary: €35,000 - €40,000 DOE   CPL Insurance are seeking an experienced Financial Planning Administrator to take up a permanent position with a leading Financial Consulting / Brokerage firm based in South Dublin. Our client is looking to expand their dedicated, specialised administration team by bringing onboard a Senior Financial Paraplanner. The ideal candidate will have a minimum of two years' experience working in a demanding financial administration role and bring a hands-on approach to the role.   As a Financial Paraplanner you will be responsible for the preparation of suitability statements and the processing of client documentation in a timely manner. You will actively support the firm's clients and deal with all aspects of administration. It will be imperative that you employ your problem solving abilities and showcase your ability to work in a dynamic, fast-paced environment whilst displaying a professional approach at all times!     Essential Attributes/Skills: Ability to work in a dynamic, pressurised environment Ability to multi-task Client focused Meticulous Comfortable working on own initiative   Requirements: Minimum two years' experience working in a Brokerage firm or financial institutions QFA'd or actively working towards full qualification Knowledge of insurance, pensions & investment products Strong customer service focus Experience working in a fast-paced environment   To discuss this opportunity please contact Stephen on 01 614 6098 or by email on stephen.obrien(at) for a confidential conversation.