Wealth & Investment Administrator

The ideal candidates will have the following skills and qualifications:

• BA – preferably business related.

• Ideally 1-2 years’ relevant experience (Financial Advisory firm/Life & Pensions Broker).
• Microsoft Word, Excel and Outlook (Intermediate).

• Must have a demonstrable interest in business and finance.
• Ability to prioritise own workload.
• Good oral and written communication skills.
• Ability to work as part of a team.
• Flexible and enthusiastic.
• Numeracy and excellent organisation skills are essential for this position.
• The successful candidates are likely to be confident multi-taskers with a good work ethic and keen attention to detail.

Key responsibilities will include:

• Client portfolio administration. This includes pre & post retirement pension structures, protection benefits & investment portfolios.

• Liaising with clients regarding administration queries on their portfolio.

• Liaising with advisors to ensure that all aspects of the client file are compliant.

Office hours are 9:00am to 5:00pm Monday to Friday.  Full time working in the Sandyford based office.