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Job Description
Assistant Financial Advisor | hybrid | Dublin
A leading provider of investment and pensions advice in Ireland is seeking an Assistant Financial Advisor to join their expanding team.
Role Summary:
Join a growing company and advance your career with support from a diverse team.
We seek a self-motivated individual to serve as a trusted advisor to clients, helping them achieve their financial goals in a dynamic and enjoyable work environment.
Key Responsibilities:
Primary duties (80% of time):
- Manage new investment and pension applications
- Administer group pension and benefits schemes
- Prepare presentations, reports, and advice for clients
- Progress towards advising clients on pensions and investments via various channels
- Handle customer inquiries
- Ensure compliance with regulatory requirements
Additional duties (20% of time):
- Identify business development opportunities
- Support compliance and administrative needs
- Contribute to process improvements
- Assist in developing sales proposals and presentations
- Participate in strategic initiatives and marketing activities, including Pensions Awareness Week
Skills & Qualifications:
- Qualified Financial Advisor preferred; APA considered
- 3+ years of experience in investments and pensions
- Strong time management, decisionmaking, and communication skills
- Proficiency in Microsoft Word, Excel, and PowerPoint
Working Environment:
- 37.5hour workweek
- Central Dublin location with occasional remote work
- Reporting to the Head of Client Services
- Adaptable in a fastgrowing company
Benefits:
- Competitive salary
- Company pension scheme
- Life assurance
- Continuous learning opportunities
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.