Your new company
Wealth Management company that takes a progressive and dynamic approach. Their purpose is to provide individuals and companies with a level of wealth services and financial advice which will help them achieve their financial goals.

Your new role

• You will interact daily with some of Irelands largest Life Insurance Companies and will ensure effective communication flow between Account Managers and Financial Advisors.
• You will manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner.
• You will communicate with clients over phone and email keeping them updated on the progress of their application/s.

What you'll need to succeed

• Excellent communication skills
• Enthusiastic Team Player
• Ability to multitask & prioritise queries
• QFA qualified (or almost complete)
• Knowledge of Anti Money Laundering requirements and compliance procedures
• 1-2 years’ experience in the Life, Pensions & Investments industry
  
  

What you'll get in return

• Working hours to suit work-life balance (Monday to Friday 8.30am-4.30pm)
• Fully remote working
• Working as part of a progressive and dynamic team

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.