Phoenix are delighted to be working with a Dublin based Financial Services company who, after a very successful start to 2023 are hiring for their expanding finance function. This is an excellent company offering unparalleled progression and learning; with a friendly, diverse culture and a market leading salary package.

Responsibilities:

• Client portfolio end-to-end administration, including annual portfolio reviews, valuations, and processing new business.
• Communicating and interacting with product producers (major insurance companies) to ensure prompt processing of applications for pre and post-retirement pension structures, protection benefits, and investment portfolios.
• Effective and timely communication with clients regarding their portfolios and new applications.
• Working with and supporting advisors in meeting regulatory compliance requirements.

Requirments:

• BA (Hons) Degree in Business or Finance-related discipline
• 2-3 years' relevant experience in a similar role, preferably in a Financial Advisory firm or Life & Pensions Broker
• QFA qualification or progress towards it
• Excellent verbal and written communication skills, with intermediate proficiency in Microsoft Word, Excel, and Outlook