A financial services firm located in Tralee, Ireland is seeking a motivated professional for a hybrid position supporting the Managing Director. This role involves delivering pension and financial planning solutions to clients, managing client relationships, and ensuring compliance with regulatory requirements. Ideal candidates will have a QFA qualification, at least 2 years' experience in financial services, and strong communication skills. The firm offers competitive pay, continued professional development, and access to employee benefits. #J-18808-Ljbffr
Our Company At Munster Wealth Management, we specialise in providing comprehensive wealth management solutions. Our services encompass retirement planning, investment guidance, estate and succession planning, and financial protection. About The Role This is a unique, hybrid position that sits at the heart of the business. The successful candidate will support the Managing Director across financial advisory services and day to day operations. You will work closely with the Managing Director and Clients and drive the smooth running of business processes. This role suits someone who is equally comfortable managing client relationships as they are running an efficient office. This is an excellent opportunity for a motivated professional who wants a broad, meaningful role in a growing financial services firm. Key Responsibilities Support the Managing Director in delivering pension and financial planning solutions to clients. Prepare and coordinate client review meetings, including preparation of financial review packs and supporting documentation. Process new business applications accurately and in accordance with regulatory requirements. Reconcile commission payments and maintain accurate pipeline records for management reporting. Act as a point of contact for clients, delivering a responsive, professional, and empathetic service experience. Liaise with product providers regarding new and existing business cases by phone, letter, and email. Lead the full operations function, including client onboarding, ongoing servicing workflows, documentation management, and CRM oversight. Continuously refine internal processes to improve efficiency and quality of service delivery. Maintain high standards of record keeping and data integrity across all systems. Ensure all client information and documentation is accurate, complete and maintained in line with compliance requirements. Skills and Experience QFA qualification essential (additional qualifications an advantage) Solid knowledge of pensions, investments, and financial planning products in the Irish market. A minimum of 2 years' experience in the financial services industry, ideally spanning both financial advice and operations. Strong understanding of compliance obligations under the Central Bank of Ireland framework, including AML, GDPR, and the Consumer Protection Code. Proven ability to manage multiple priorities and workstreams with accuracy and attention to detail. Excellent interpersonal and communication skills - confident liaising with clients, stakeholders, and providers. What We Offer A varied role with real ownership and influence across the business. Support towards continued professional development where applicable. Competitive salary commensurate with experience. Access to Sports and Social Club and Company Events Company Funded pension arrangement #J-18808-Ljbffr
