9 Investment Strategies jobs in Ireland

Financial Adviser

Belfast, Ulster MCS Group

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Financial Adviser MCS Group is looking for a skilled Financial Adviser to join a newer financial planning firm in Belfast; on a full-time, permanent basis. This is an employed job opportunity. The Company: This is a seriously exciting independent financial planning firm with long-standing client relationships with varied clients - despite existing as a relatively new name in the market. The firm is kicking off a planned period of growth over the next 1 - 2 years, starting with this employed adviser position; this is a massive long-term opportunity for the right person. The Rewards: As the successful Financial Adviser, you will receive the following: Package is negotiable Excellent benefits package Amazing office space High-performance culture The Role: As the successful Financial Adviser, you will play a key role in: Building and maintaining long-term client relationships through outstanding financial advice and service Developing tailored financial plans to meet client's unique objectives and goals Keeping up to date with industry trends and regulatory requirements to provide compliant, up-to-date advice Meeting and exceeding performance targets and contributing to business growth The Person: The successful Financial Adviser will meet the following criteria: Experience in an adviser or planner position within wealth management Competent Adviser Status (CAS) at a minimum Exceptional client-facing manner and relationship-building skills To speak in absolute confidence about this Financial Adviser opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the sameMCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. Skills: financial adviser financial advisor financial planner wealth management
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Senior Analyst, Financial Analysis

Limerick, Munster Northern Trust

Posted 1 day ago

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About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: The Management Reporting Planning & Analysis (MRP&A) team provide financial analysis and decision-making support to senior business stakeholders across EMEA. The MRP&A team play a key role as partner, adviser and consultant to the business teams and support them in achieving their business, financial and strategic growth objectives. Key responsibilities of the role include: Present and analyse business performance through the provision of informative financials, detailed analytics and evaluation of key performance drivers. Facilitate and support business decision making through regular targeted assessments including client financial performance, expense management and revenue growth opportunities. Produce presentations and high value financial analysis to support regular business reviews between senior regional business management and senior business unit leadership. Complete the monthly financial forecast and the annual profit plan process including the collection, assessment and impact analysis of key assumptions and inputs to the process. Act as liaison between business stakeholders and broader corporate finance team. Partner with MRP&A team members to complete a wide variety of tasks each month which support wider team deliverables. Skills/Qualifications: The successful candidate will benefit from having: Strong financial acumen gained through prior roles and experiences. Deep analytical skills with high level of attention to detail. Motivated, proactive and resilient self-starter who takes the initiative and drives tangible and credible outcomes. Positive and solutions orientated individual with an adaptable and hands-on approach that can work independently or as part of a team. Ability to review and interpret complex data with actionable insights that support business decisions. Ability to deliver accurate and sound financial analysis under tight deadlines. Confident verbal and written presentation and communication skills. Qualified accountant with experience gained in a multi-currency / multinational environment is preferred Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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Director IT Strategy & Portfolio Management - Customer Solutions

Dublin, Leinster €125000 - €150000 Annually ResMed Inc

Posted 1 day ago

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permanent

Director Strategy & Portfolio Management - Customer Solutions page is loaded Director Strategy & Portfolio Management - Customer Solutions Apply locations Dublin, Ireland time type Full time posted on Posted Yesterday job requisition id JR_

Global Technology Solutions (GTS) at ResMed is a division dedicated to creating innovative, scalable, and secure platforms and services for patients, providers, and people across ResMed. The primary goal of GTS is to accelerate well-being and growth by transforming the core, enabling patient, people, and partner outcomes, and building future-ready operations.

The strategy of GTS focuses on aligning goals and promoting collaboration across all organizational areas. This includes fostering shared ownership, developing flexible platforms that can easily scale to meet global demands, and implementing global standards for key processes to ensure efficiency and consistency.

We are looking for our future Director Strategy & Portfolio Management to join our Global Technology Solutions team supporting our Customer Solutions portfolio globally.

The role is offered as a remote position based in Ireland.

The role requires frequent travels : min twice per month within EMEA and / or overseas (US - Australia)

Let's talk about the team :

The Global Technology Solutions (GTS) - Strategy and Delivery Team is a dynamic group of highly motivated and results-driven professionals dedicated to translating ResMed's strategy into an actionable roadmap.

Our mission is to drive ResMed's strategy forward by working across the organization to enable strategic alignment and effective cross-functional program execution, fostering innovation and transformation with enterprise-wide practices and enhancing customer experiences with service and UX design.

We have ambitious goals and deliver value continuously, thriving on collaboration, agility, and leveraging technology to deliver business solutions. We are continuously learning, seeking opportunities for growth and accountability for outcomes, all while recognizing the value of enjoying our journey together.

Let's talk about the role :

As the Director of Strategy and Portfolio Management, you will drive strategic portfolio management through prioritization, resource optimization and effective execution of high-impact programs and initiatives aligned with our business goals.

In this role you will be the strategic partner to the Technology Leader for the Customer Solutions portfolio , working closely to amplify the effectiveness of their leadership and organization. By bringing portfolio insights, delivery discipline, and cross-functional coordination, you will help the technology team operate with greater clarity, efficiency, and impact - enabling them to deliver scalable, customer-centric solutions in alignment with commercial priorities.

You will be responsible for:

  • Leading and developing the team : Foster a collaborative, high-performing culture focused on outcomes, learning, and accountability.
  • Driving strategic alignment : Define and guide portfolio priorities in partnership with Marketing, Sales, Customer Service, and GTS leaders - with a focus on enabling the Technology Leader and their team to deliver impactful, customer-facing solutions.
  • Leading integrated planning : Drive the Annual Operating Plan (AOP) and Program Increment (PI) planning for the Customer Solutions portfolio, ensuring alignment of funding, capacity, and business needs.
  • Enhancing the operating model : Establish governance, delivery rhythms, and ways of working that enable consistent, scalable, and efficient execution across product, technology, and commercial teams.
  • Guiding investment decisions : Provide portfolio insights and decision support to ensure trade-offs and prioritization reflect business impact and strategic value.
  • Managing risks and dependencies : Anticipate and resolve cross-program risks, ensuring continuity of delivery across the commercial and customer landscape.
  • Running Quarterly Portfolio Reviews (QPRs) : Lead transparent performance tracking and realignment to maximize outcomes and impact.
  • Partnering across functions : Collaborate with GTS Solution Leads, Technical Program Managers, Architects, and Business Partners to align discovery and delivery and ensure shared ownership for success.
  • Evolving practices : Embed fit-for-purpose frameworks and tools that elevate our portfolio and program management maturity.
  • Leading change : Support smooth execution of business transformation, capability enablement, and experience-led innovation within the portfolio.

Let's talk about you

  • Bachelor's degree in computer science, Business Administration, Information Technology or a related field.
  • 10+ years of experience in IT/Business Systems , with a focus on strategy, portfolio management, and program management.
  • 5+ years of experience in a leadership role, managing cross-functional teams and leading strategic initiatives.
  • Experience supporting customer solutions (Marketing, Sales Operations, Customer Service )
  • Ability to see the big picture, think long-term, and align portfolio decisions with business objectives.
  • Expertise in prioritizing and optimizing resource allocation across multiple projects and initiatives to maximize impact and efficiency.
  • You operate as a trusted advisor and force multiplier for senior technology leaders, helping drive strategic clarity, execution discipline, and enterprise-wide alignment across complex portfolios.
  • Skills in managing risks, managing change, and ensuring smooth transitions with minimal disruption to ongoing projects and operations.
  • Capability to oversee effective program management practices, lead and mentor teams and ensure successful delivery of business outcomes.

Additional information:

  • At Resmed, all employees benefit from a bonus plan, the percentage of which depends on yourposition within the organisation.

  • Working from home flexibility

  • You also have access to a referral bonus and to Resmed's preferred shareholding programme

  • Competitive benefits (Pension, Long-Term Illness Protection, Health Insurance )

  • Internal career opportunity - joining an international fast-pace and massively growing company

  • Resmed is an Equal Opportunity Employer

OK, so what's next?

Joining us is more than saying "yes" to making the world a healthier place. It's discovering a career that's challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now

Joining us is more than saying "yes" to making the world a healthier place. It's discovering a career that's challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now! We commit to respond to every applicant.

About Us

Resmed (NYSE:RMD, ASX: RMD) creates life-changing health technologies that people love. We're relentlessly committed to pioneering innovative technology to empower millions of people in more than 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more about how we're redefining sleep health at and

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Senior Treasury Analyst - Investment Management

Dublin, Leinster The Panel Group

Posted 5 days ago

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Our client, a global asset management company, is seeking a Senior Treasury Analystto join their Global Treasury team. This role offers an exciting opportunity to contribute to the development of a global treasury platform at a leading investment firm. You will managing daily treasury operations, improving efficiencies, and ensuring seamless execution across diverse investment platforms. If you are someone who will thrive in a fast-paced, detail-oriented environment and have a collaborative mindset to build relationships across teams, then this job is for you. The Job Manage cash positions and execute payments Oversee collateral movements Collaborate with internal teams and external partners to resolve Treasury-related issues Ensure the smooth running of daily operations Support deal funding cycles, including settlements and liquidity management Contribute to the development and implementation of operational improvements and efficiencies within the treasury function Ensure compliance with fraud prevention measures and operational risk controls. The Candidate Bachelors degree in finance or related discipline Additional professional qualification preferred Min 3 years' experience in treasury Experience within alternative asset management advantageous Familiarity with corporate bonds, loans, asset-backed securities and equities Understanding of credit strategies High attention to detail Strong communication and problem-solving skills, with the ability to perform well under pressure in a fast-moving environment. Experience with treasury systems Skills: Treasury Management Liquidity Management Interest Rate Cash management FX TMS Benefits: Group Life Assurance Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
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Equity Analyst - Fundamental Value Equities, Officer - State Street Investment Management

Dublin, Leinster State Street International (Ireland) Ltd

Posted today

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Equity Analyst - Fundamental Value Equities Promoting a Culture of Excellence We know our success hinges on attracting the best people to join us. Our people are our greatest asset: highly skilled, engaged and productive teams are essential to our success. We hire talented and diverse employees that are aligned with our dedication to help our clients, and those who rely on them, achieve financial security. We insist on, and reward, performance excellence. We want to help you to build a fulfilling career, aiming to be the employer of choice by offering great compensation, development opportunities, and a work environment that promotes a diverse array of people, ideas and skills. The Company State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $xx trillion in assets. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to assist them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. We want to help our clients, and the millions of people who depend on them. To get this right, we are passionate about thoroughly understanding the specific needs of those we serve. We apply our experience and intellectual rigour across a broad toolkit to develop and lead thoughtful, targeted solutions aimed at ensuring their success. The Team: SSGA's Dublin-based Fundamental Value Equity Team seeks to invest in undervalued equities through bottom-up, value-based stock selection grounded in rigorous fundamental analysis and a long-term investment horizon. The concentrated nature of our suite of global and regional portfolios ensures that our investments are active high-conviction positions focused on what we believe are our most compelling opportunities. Role Summary/Purpose: We are now seeking to recruit an Equity Analyst to join one of our six global sector-specific research units. You would be responsible for delivering excess returns through security selection in a global sector, adhering to an investment approach that is consistent with our long-standing investment philosophy. Additionally, part of the role will involve supporting the client portfolio and sales teams through helping to maintain marketing materials, client decks and other ad hoc deliverables as required. Essential Responsibilities: Meet with, analyze, model, and value the equity securities of global publicly listed corporations. Engage with colleagues on the global sector team to run the global sector sleeve of our research portfolio. Recommend investments for inclusion in our suite of concentrated regional and global strategies. Contribute to a culture of continuous improvement with regard to our investment process and suite of investment models and tools Support the client teams and PM's in areas such as RFP's, presentation production, commentaries and other regular ad hoc marketing related deliverables Work closely with the Client Portfolio Manager for Active Fundamental Equity to organise updates with the EMEA sales teams on our products Become a thoughtful and compelling advocate for our investment approach both internally and externally. Basic Qualifications: Bachelor's Degree, preferably in a business-related discipline CFA, MBA or accounting qualification would be an advantage Desired Characteristics: Domain sector knowledge - most likely gained either as an analyst, or in a corporate strategy or strategic consulting role. Excellent financial analysis and valuation skillset, with an ability to incorporate qualitative and quantitative analysis into research. Capacity for differentiated thinking, and ability to challenge the status quo in order to drive optimal investment decisions Strong teammate who is able to work collaboratively - excellent interpersonal and facilitation skills Strong communication skills, including the ability to work well with people at all levels of the organization and develop/nurture external relationships. Real passion for investing in companies and markets Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment You will be curious, highly organized, with a passion for detail and a strong work ethic Demonstrated personal and professional integrity Across the world, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability. 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 Continue to Application or Login/Register to apply button below.
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Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 5 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 Analyst

Dublin, Leinster Gilligan Black Recruitment

Posted 5 days ago

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FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
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Financial Planning/Cost Accountant

Dundalk, Leinster Cpl Resources

Posted 4 days ago

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Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"
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Financial Planning Consultant - CFP

Dublin, Leinster Abrivia

Posted 5 days 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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Life & Pensions Administrator (Financial Planning Firm)

Dublin, Leinster Armont Recruitment

Posted 5 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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