Administrator - Financial Services

Unijobs

Limerick

F J Hanly & Associates are a Financial Brokerage established for nearly 20 years, and operating from offices in in Limerick City. They are now looking to recruit a Paraplanner/Compliance Administrator to support the existing team. The role involves performing the administrative/compliance duties of a Financial Planner i.e. which means completing a number of important non-client facing roles, such as: Preparing and administering Financial Plans, Reports, Recommendations, Reviews. The ideal candidate would have an Industry Qualification (APA or QFA), or be a Third Level Graduate, preferably with some experience. The candidate must be highly proficient in Microsoft Office and CRM based systems and have good keyboard skills. The role requires the ideal candidate to : Provide Compliance administration support to the Financial Planners. Support the Financial Planners in providing solutions to clients. Handle administrative queries from clients. Deal with administration requests and Compliance procedures. Liaise with Life Companies, Broker Consultants and Broker Services. Prepare client regular reviews, undertake research and analysis. Key Requirements : QFA or APA qualified, or hold a Third Level Degree. Preferably have some relevant experience. Be analytical and have excellent attention to detail. Have an administration and Compliance background. Be motivated, and able to work on own initiative. Please apply through this website if and your CV will be considered by FJ Hanly & Associates (an equal opportunity employer. This job originally appeared on RecruitIreland.com.

2252 days ago