Job Description
Wealth Administrator Our client is a leading Wealth and Pension Consultancy firm, require an experienced a Wealth Administrator to join their growing team. The Wealth Division oversees all client engagement including delivery of select proposals to existing and prospective clients. This is an exciting opportunity to be part of a business at the leading edge of the Wealth Management in Ireland. Key Responsibilities: Client portfolio end-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios Communicating with clients regarding their portfolios and new applications in an effective and timely manner Working with and supporting advisers in meeting regulatory compliance requirements. Skills and Qualifications: A minimum of 4 years relevant experience in a similar role Experience working within Life, Investments and Pensions Insurance Company, Broker or Consultancy Firm QFA qualified or progressing towards this qualification is essential Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements. Ability to demonstrate a high level of attention to detail with a focus on numerical skills Excellent verbal and written communication skills Ability to manage own workload while prioritising effectively and efficiently Demonstrate a high degree of energy, enthusiasm, and flexibility Successful candidates are likely to be confident multi-tasker with a good work ethic and a keen focus on attention to detail and quality For more information on the role and company please contact Honor on Please note: Not all opportunities are advertised in order to satisfy the discretion of our clients, please contact an AIR Consultant for a consultation. AIR Recruitment specialises in the recruitment of the following professionals: Chief Actuary | Product Development | Pricing & Reserving |Newly & Nearly Qualified | Part Qualified | Solvency II | Trainee Actuary| Actuary Life and Non-Life| Claims| Reinsurance |Underwriting | Captive | Treaty Specialists | Risk Analysts |Operations| Compliance |Project Managers |Business Analysts |Wealth Management| Pensions |Risk Manager | Pension Consultants Advisors | Non-Exec | DC DB Trustees Skills: Wealth Administration Investments Personal Pensions Client Services