12 Asset Management jobs in Ireland

Asset Management Accountant

Dublin, Leinster PeopleSource

Posted 6 days ago

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Asset Management Accountant Dublin 8 Renewable Energy up to €60,000 If you want to join the hottest craze in town, then this renewable energy company could be for you. Due to rapid growth (and I mean rapid!), they are looking to expand their finance department with a new team member. Reporting to the Finance Director. If you have exposure to asset-heavy environments (infrastructure, energy, construction), then this could be for you. Naturally you will need to have worked with SPVs previously. Responsibilities Asset and SPV Management Management reporting Budgeting and forecasting Process & system development Compliance Audit Stakeholder management Requirements Experience of working in with SPVs is essential Ideally a qualified accountant Exposure to construction, large infrastructure projects, energy sectors would be ideal Advanced MS Excel and strong communication skills required Remuneration Up to €60,000 plus benefits and flexible work arrangements Contact Rachel Tubridy PeopleSource is a finance and accounting recruitment firm. This role will not qualify for sponsorship; therefore all applicants must have the right to work in Ireland. Due to the level of responses for recently posted roles, similar is expected for this advert also, only successful applicants will be contacted. Apologies in advance but the volume of applications has been too high to be able to contact everyone with feedback. Thanks for understanding. Skills: SPV accounting
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Legal PA - Asset Management

Dublin, Leinster Lex Consultancy

Posted 6 days ago

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This is a varied and busy position supporting a senior Partner and a collaborative team of fee earners. You'll play a key part in the smooth running of the practice, with responsibilities including: Extensive diary and email management Preparing, editing and formatting legal documents and correspondence End-to-end billing and file management Liaising with clients and internal stakeholders Coordinating meetings, extensive domestic and international travel arrangement and management Gatekeeping for Partner whilst on travel Preparing seminar/conference material and content Youll be joining a welcoming team with a great culture and supportive leadership. The firm offers high-quality work, strong systems and processes, and flexibility with one day working from home. To be successful in this role, you will bring: Solid experience as aLegal PA in a litigation or disputes team Strong organisational skills and a proactive, can-do attitude Professional communication skills and strong attention to detail Confidence managing multiple deadlines and tasks A genuine team player approach with a commitment to quality support Benefits Structured onboarding and ongoing professional development One day per week working from home for first 6 months and two days after Beautiful Dublin offices with great amenities Excellent salary, bonus structure and benefits How to get in touch If youre interested in learning more about this vacancy or would like a confidential discussion regarding other Legal PA roles we may have, please dont hesitate to contact me, Jo McAndrew, today. Please note only candidates that match the minimum job requirements above will be contacted for this role. Skills: legal secretary document production billing
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Head of Asset Management, Water

Dublin, Leinster AECOM

Posted 7 days ago

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**Company Description**
**Work with Us. Change the World.**
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of nearly 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
The Water Business prides itself on developing innovative techniques to improve the delivery, efficiency, and sustainable outcomes of our projects. We provide a broad range of clients with an end-to-end portfolio of water services, spanning clean water, wastewater, drainage, flood risk management, asset management, and digital solutions across all sectors. As an **accredited member of the Institute of Asset Management (IAM)** , we are recognised for our excellence in asset lifecycle planning and strategic delivery, giving clients confidence in our capability to deliver long-term, sustainable value. This is a fantastic opportunity to join a Water team of over **700 professionals** across the UK & Ireland.
We're one global team driven by our common purpose to deliver a better world. Join us.
**Job Description**
**Start here. Grow here.**
Our Water team is seeking a dynamic and strategic Head of Asset Management to lead and grow our established Asset Management services across the UK and Ireland.
As clients increasingly adopt asset management frameworks and analytical approaches (including optimisation, resilience, and systems thinking) to guide the design, operation, and maintenance of water infrastructure, AECOM is committed to being at the forefront of this evolution. By engaging early in our clients' delivery chain, we provide value-driven, whole-life services through our multidisciplinary teams.
This is a pivotal leadership role within our UK & Ireland Water business, responsible for driving growth in service capability, client relationships, team development, and commercial performance. You'll be a key strategic figure, shaping the future of asset management for the water sector and contributing to our global community of asset management practitioners.
_Here's what you'll do:_
**Develop and lead Asset Management strategy** across key service areas, leveraging expertise in condition assessment, rehabilitation, system dynamics, optimisation, data analytics, urban drainage, and water quality.
**Build and maintain trusted client relationships** , serving as a senior point of contact for asset management services.
**Grow a robust pipeline** of asset management work, enabling the development of team capability and capacity in line with business demand.
**Drive strong commercial outcomes** , with a focus on delivering higher-than-average margins and increasing year-on-year revenue.
**Personally deliver strategic advisory services** and provide oversight to project teams as Project Director.
**Champion innovation and digital solutions** , including forming partnerships with software providers and niche consultancies.
**Foster a connected and collaborative asset management team** across multiple locations and disciplines, supporting both client delivery and professional development.
**Leverage synergies with AECOM's wider services** , enabling integration of engineering, environmental, and commercial expertise into client programmes.
**Position AECOM as a thought leader** , enhancing our brand visibility and reputation within the asset management and advisory space.
**Enjoy the Perks.**
At AECOM, you'll enjoy a range of core and personalised benefits designed to support your future and well-being, customised to fit your lifestyle. Take advantage of career development opportunities, our flexible hybrid working model to ensure a work-life balance that suits your lifestyle, technical practice networks, AECOM University, and volunteering days.
If you're passionate about innovation and turning bold ideas into reality, AECOM welcomes you. Join our team, where we don't just construct infrastructure but also uplift communities and enhance lives. Why not give our AECOM Water page on LinkedIn a follow to stay updated on the impactful projects we're working on and see firsthand the difference we're making in the industry!
**Qualifications**
**Ready to push the limits of what's possible?**
_Here's what we're looking for:_
You are an established professional in the regulation, strategic, or tactical asset management space, with a strong profile in the UK and / or Ireland water utility sector. You bring a collaborative mindset and a passion for delivering innovative, sustainable solutions that meet client and societal needs.
+ A recognised track record in strategic or tactical asset management within consulting and/or client organisations.
+ Demonstrated experience in business development and/or technical excellence.
+ A strong appetite for shaping and growing a business area, with the support of a committed leadership team.
+ Proven leadership and collaboration skills, with the ability to unite multidisciplinary teams toward common goals.
+ A history of successful bidding and development of long-term, trusted client relationships.
We celebrate diversity, including neurodiversity, and believe it enriches our team. We welcome applications from all backgrounds and abilities. If you are an applicant with a disability that requires reasonable accommodation to complete the application process, please contact us at At AECOM, we value everyone's unique contributions and perspectives.
If you meet some of the requirements above or have transferable skills you believe would benefit us, we would be delighted to hear from you!
**Additional Information**
Interested in the role or curious about life at AECOM? Follow us on LinkedIn, Facebook, Instagram, and YouTube to explore our AECOM voices, employee stories, latest projects, and much more!
For further information about the role, reach out to the recruiter on LinkedIn - Jay Hewitt.
**About AECOM**
AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at aecom.com and @AECOM.
**Freedom to Grow in a World of Opportunity**
You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.
You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.
AECOM provides a wide array of compensation, benefits and well-being programs to meet the diverse needs of our employees and their families. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too.
Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry-leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours.
We are a Disability Confident Employer and will offer an interview to applicants who have a disability or long-term condition, who meet the minimum/essential criteria for the role. Please let us know using this email address if you would like to apply through the Disability Confident Interview Scheme.
All your information will be kept confidential according to EEO guidelines.
**ReqID:** J10134165
**Business Line:** Water
**Business Group:** DCS
**Strategic Business Unit:** Europe & India
**Career Area:** Business Management
**Work Location Model:** Hybrid
**Legal Entity:** AECOM Limited
This advertiser has chosen not to accept applicants from your region.

Head of Asset Management, Water

Cork, Munster AECOM

Posted 7 days ago

Job Viewed

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Job Description

**Company Description**
**Work with Us. Change the World.**
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of nearly 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
The Water Business prides itself on developing innovative techniques to improve the delivery, efficiency, and sustainable outcomes of our projects. We provide a broad range of clients with an end-to-end portfolio of water services, spanning clean water, wastewater, drainage, flood risk management, asset management, and digital solutions across all sectors. As an **accredited member of the Institute of Asset Management (IAM)** , we are recognised for our excellence in asset lifecycle planning and strategic delivery, giving clients confidence in our capability to deliver long-term, sustainable value. This is a fantastic opportunity to join a Water team of over **700 professionals** across the UK & Ireland.
We're one global team driven by our common purpose to deliver a better world. Join us.
**Job Description**
**Start here. Grow here.**
Our Water team is seeking a dynamic and strategic Head of Asset Management to lead and grow our established Asset Management services across the UK and Ireland.
As clients increasingly adopt asset management frameworks and analytical approaches (including optimisation, resilience, and systems thinking) to guide the design, operation, and maintenance of water infrastructure, AECOM is committed to being at the forefront of this evolution. By engaging early in our clients' delivery chain, we provide value-driven, whole-life services through our multidisciplinary teams.
This is a pivotal leadership role within our UK & Ireland Water business, responsible for driving growth in service capability, client relationships, team development, and commercial performance. You'll be a key strategic figure, shaping the future of asset management for the water sector and contributing to our global community of asset management practitioners.
_Here's what you'll do:_
**Develop and lead Asset Management strategy** across key service areas, leveraging expertise in condition assessment, rehabilitation, system dynamics, optimisation, data analytics, urban drainage, and water quality.
**Build and maintain trusted client relationships** , serving as a senior point of contact for asset management services.
**Grow a robust pipeline** of asset management work, enabling the development of team capability and capacity in line with business demand.
**Drive strong commercial outcomes** , with a focus on delivering higher-than-average margins and increasing year-on-year revenue.
**Personally deliver strategic advisory services** and provide oversight to project teams as Project Director.
**Champion innovation and digital solutions** , including forming partnerships with software providers and niche consultancies.
**Foster a connected and collaborative asset management team** across multiple locations and disciplines, supporting both client delivery and professional development.
**Leverage synergies with AECOM's wider services** , enabling integration of engineering, environmental, and commercial expertise into client programmes.
**Position AECOM as a thought leader** , enhancing our brand visibility and reputation within the asset management and advisory space.
**Enjoy the Perks.**
At AECOM, you'll enjoy a range of core and personalised benefits designed to support your future and well-being, customised to fit your lifestyle. Take advantage of career development opportunities, our flexible hybrid working model to ensure a work-life balance that suits your lifestyle, technical practice networks, AECOM University, and volunteering days.
If you're passionate about innovation and turning bold ideas into reality, AECOM welcomes you. Join our team, where we don't just construct infrastructure but also uplift communities and enhance lives. Why not give our AECOM Water page on LinkedIn a follow to stay updated on the impactful projects we're working on and see firsthand the difference we're making in the industry!
**Qualifications**
**Ready to push the limits of what's possible?**
_Here's what we're looking for:_
You are an established professional in the regulation, strategic, or tactical asset management space, with a strong profile in the UK and / or Ireland water utility sector. You bring a collaborative mindset and a passion for delivering innovative, sustainable solutions that meet client and societal needs.
+ A recognised track record in strategic or tactical asset management within consulting and/or client organisations.
+ Demonstrated experience in business development and/or technical excellence.
+ A strong appetite for shaping and growing a business area, with the support of a committed leadership team.
+ Proven leadership and collaboration skills, with the ability to unite multidisciplinary teams toward common goals.
+ A history of successful bidding and development of long-term, trusted client relationships.
We celebrate diversity, including neurodiversity, and believe it enriches our team. We welcome applications from all backgrounds and abilities. If you are an applicant with a disability that requires reasonable accommodation to complete the application process, please contact us at At AECOM, we value everyone's unique contributions and perspectives.
If you meet some of the requirements above or have transferable skills you believe would benefit us, we would be delighted to hear from you!
**Additional Information**
Interested in the role or curious about life at AECOM? Follow us on LinkedIn, Facebook, Instagram, and YouTube to explore our AECOM voices, employee stories, latest projects, and much more!
For further information about the role, reach out to the recruiter on LinkedIn - Jay Hewitt.
**About AECOM**
AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at aecom.com and @AECOM.
**Freedom to Grow in a World of Opportunity**
You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.
You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.
AECOM provides a wide array of compensation, benefits and well-being programs to meet the diverse needs of our employees and their families. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too.
Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry-leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours.
We are a Disability Confident Employer and will offer an interview to applicants who have a disability or long-term condition, who meet the minimum/essential criteria for the role. Please let us know using this email address if you would like to apply through the Disability Confident Interview Scheme.
All your information will be kept confidential according to EEO guidelines.
**ReqID:** J10134165
**Business Line:** Water
**Business Group:** DCS
**Strategic Business Unit:** Europe & India
**Career Area:** Business Management
**Work Location Model:** Hybrid
**Legal Entity:** AECOM Limited
This advertiser has chosen not to accept applicants from your region.

Relationship Director - Wealth Management

Dublin, Leinster The Panel Group

Posted 6 days ago

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Our client is a European Wealth Manager providing investment services to sophisticated clients across Europe. They now wish to hire a Relationship Director to work with their operations in Ireland. The Role You'll act as a trusted advisor to affluent individuals and families, family offices, pension funds and institutional clients. The position centres on delivering bespoke wealth management services to sophisticated investors. Key Responsibilities Develop and manage a portfolio of high-net-worth clients Win new business and expand relationships Provide comprehensive financial advice across investments, banking, trust & estate planning, and wealth structuring Understand market and sector trends, regulatory environment, and client-specific opportunities to inform strategy Communicate value propositions clearly and negotiate mutually advantageous terms. Ensure compliance with internal risk and regulatory frameworks Essential Qualifications & Skills Substantial experience working with HNW, UHNW and family office clients. Demonstrable business development and client acquisition success Deep knowledge of investment products, portfolio structuring, credit solutions, and trust/estate concepts Excellent communication, negotiation, and relationship management skills Graduate in business, economics or related discipline Professional qualification Strong strategic thinking, analytical ability, and adaptability to regulatory and technological shifts Desirable Extras Experience with family governance and multi-generational wealth planning Understanding wider Irish, EU and UK tax or estate regimes If you have the experience and skills to be a success in this role please contact Alan Bluett on or Skills: Wealth Management Pensions Investment Advice Private Banking QFA Benefits: Group Life Assurance Medical Aid / Health Care Laptop Parking Paid Holidays Performance Bonus
This advertiser has chosen not to accept applicants from your region.

Financial Planning Advisor, Customer Financial Planning, Dublin

Dublin, Leinster AIB Group

Posted 2 days ago

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Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 1st Sept 2025 To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
This advertiser has chosen not to accept applicants from your region.

Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 6 days ago

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Financial Planning Manager Our client, a leading global wealth manager, is currently seeking aFinancial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: wealth management Pensions Investments financial advice Business Development qfa Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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Financial Planning Consultant - CFP

Dublin, Leinster Abrivia

Posted 1 day ago

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Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentorship of junior team members. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum 3 years in individual financial planning. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Management Benefits: Pension 10% Health Car Allowance
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Qualified Financial Advisor - Financial Planning

Dublin, Leinster Forte Recruitment Specialists

Posted 6 days ago

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My client a rapidly growing Financial Services business with it's main office in Dublin but other offices in locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Planning / Finance Services team. There is a highly competitive salary on offer, as well as excellent career progression, as a result of current and future business growth. Key Responsibilities: Managing relationships with both new and existing clients. Provide solutions and advice catering to individual client needs. Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: QFA is essential Certified Financial Planner (CFP) would be beneficial. Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and independently Results-oriented Strong analytical skills and attention to detail. Superb communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home
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Life & Pensions Administrator (Financial Planning Firm)

Dublin, Leinster Armont Recruitment

Posted 6 days ago

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Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning
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