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Client Services Executive Location: Dublin Position Type: Permanent Key Responsibilities: Provide exceptional client service and support to our wealth management clients. Assist in the preparation of financial plans, reports, and other documentation. Manage client queries and ensure timely resolution. Maintain client records and ensure compliance with regulatory requirements. Collaborate with financial advisors and other team members to ensure seamless service delivery. Interact with product producers (generally major insurance companies) to ensure prompt processing of applications. Key Requirements: QFA or APA qualification. 2-3 years relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker. High level of attention to detail with strong numerical skills. Excellent communication skills, both written and verbal. Skills: Strong analytical and problem-solving abilities. Proficiency in MS Office and financial planning software. Ability to work independently and as part of a team. Strong organizational and multitasking skills. Salary: €35k - €45k depending on experience Benefits: Hybrid working, pension contribution, Life cover, Income Protection For further information reach out to Therese Cadell on Skills: Client Services Executive Benefits: Work From Home
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