Financial Planning Administrator

Recruiter
The Panel
Location
Dublin City Centre
Salary
Competitive
Posted
10 Oct 2018
Closes
09 Nov 2018
Job role
Accountant
Financial Planning Administrator Dublin Perm My client, a well-established independent Pensions and Investment Company, is seeking a Financial Planning Administrator to join their back-office team in Dublin. The Job: • Preparation of suitability statements • Managing compliance procedures • New business processing • Analysis & research of investment funds • Analysis of existing client arrangements • Preparation of Reports & manage client queries • Technical Analysis The Person: • Previous experience in Financial Services would be a distinct advantage • Excellent working knowledge of MS Office, particularly Excel • Strong written and oral communication skills

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