Wealth Management Associate

Company : Elevate Partners

Job Description - Wealth Management Associate

Our client is a leading private wealth firm and is seeking a Wealth Management Associate to join it's expanding Dublin team.

Responsibilities:

Client portfolio end -to end administration
Annual portfolio reviews and valuations
Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post -retirement structures
Communicating with clients regarding their portfolios and new applications in an effective and timely manner
Working with and supporting advisers in meeting regulatory compliance requirements

Requirements:

BA (Hons) Degree within a Business or Finance related discipline
Relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions broker is essential
QFA qualified or progressing towards this qualification
Demonstrate a high degree of energy, enthusiasm and flexibility
Ability to work independently and as part of a team

This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

For more information on this Wealth Management Associate job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.

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Wealth Management Associate

Job Description - Wealth Management Associate

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