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Alanna Mulcair

Alanna has over 8 years Financial Services recruitment experience at a management level. She is a highly motivated, conscientious and dedicated individual with huge focus on Client/Candidate relationship management.

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Financial Planning Operations Manager

Permanent
Dublin City Centre, Dublin
€50000 - €60000 per annum

My Client a Financial Planning company based in Dublin City Centre is looking for an Operations Manager to join their team.

Reponsibilities:

  • Head up and run the back office and compliance function.
  • Prepare and maintain client files and client reviews.
  • Prepare recommendations and suitability reports.
  • Undertake research with the managing director to identify suitable solutions to meet the clients needs and best in class client experience.
  • Oversee implementation of recommendations, completion of application forms, pipeline management and ensure all compliance is in order.
  • Establish and build strong relationships with clients.

Requirements:

  • Good technical knowledge in a wide range of product areas - pensions, investments and protection.
  • Excellent suitability report writing skills.
  • Minimum 3 - 5 years' experience working in the industry, ideally a brokerage background.

Qualifications:

  • Have a degree in a business related subject.
  • QFA qualification is required.

Key Skills/Personal Attributes:

  • Positive can do personality.
  • Excellent planning and effective organisational skills.
  • Honesty and integrity.
  • Methodological approach to work.
  • Attention to detail.
  • Proficient IT skills. Advanced word processing, spread sheet & general IT knowledge.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

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This position was pPosted on 22 Nov 2022

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