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QFA Investments/Pensions

Ref: 76237

  • 34000-36000
  • 11 Dec 2021
  • Dublin (Central)
  • Permanent

QFA

About the Company

My client in the city centre are a small team but a highly successful financial services organisation providing a broad range of professional advice. They now require an additional person to join their team with scope for the role to grow and develop.

About the Position

Have you recently gained your QFA accreditation or perhaps you have began your studies and are looking for a role that will complement your recent achievements?

Key Responsibilities

  • Preparing client reports
  • Getting client valuations
  • Processing business and following up with various clients
  • Dealing with clients over the phone - plenty of interaction
  • Ability to manage and deliver exceptional customer service and provide the right advice and solutions to customers
  • Client documentation - excellent MS Word skills needed.

Experience/Requirements

  • QFA accredited (or currently studying)
  • Customer/Client relationship management skills
  • Ideally 2 years in a support role or financial services related role

With the market being as busy as it is right now, here are some reasons why this role may be that more attractive to you :

  • Opportunity to join a small but growing and highly successful company - you will have exposure to everything - pensions, investments funds, corporate pensions etc. Your skill set and knowledge will grow quickly and you will be fully supported
  • This role offers genuine opportunity to develop and broaden, whilst the position is initially outlined as above, it is expected to evolve so personal/career growth is very much encouraged.
  • 8 to 4 or 9 to 5, there is flexibility around start/finish times
  • Professional team who understand the need for work/life balance
  • City centre location in Dublin 2
  • Support offered to candidates who may not have the full QFA accreditation and are looking to continue on

Remuneration Package

This is a permanent role. Please note the role is office based. Salary is €34 - €36k and pension is also offered.

Contact

Have you recently gained your QFA accreditation or perhaps you have began your studies and are looking for a role that will complement your recent achievements?

 

 You will support another qualified financial advisor and some of your responsibilities will include 

 

 

This is a permanent role. Please note the role is office based. Salary is €34 - €36k and pension is also offered.

Please apply via the link for immediate consideration. 

For more information on this role or any other roles within this space, reach out to in Louise Morrissey in Brightwater on 01-5927860. 

To view all live jobs with Brightwater and market insights, please visit our website; www.brightwater.ie