Financial Services Executive

Title: Financial Services Executive

Location: Dublin

Hybrid/Remote: Hybrid

Compensation: €40-45k base + benefits package, disclosed at initial stages

Type: Full-time permanent

We are working with an established financial services organisation that is seeking a Financial Services Executive to join its team. This role will support the delivery of financial services to clients, while ensuring strong client care, accurate administration, and compliance with relevant regulatory requirements.

Key Responsibilities:

• Act as a first point of contact for client queries.
• Support client reviews, financial plans, and reporting.
• Process new business applications and maintain accurate client records.
• Liaise with clients, insurers, and financial institutions.
• Monitor outstanding documentation and follow up where required.
• Support compliance reporting, audits, and regulatory administration.
• Work closely with financial advisers and wider team members to ensure effective service delivery.

Key Skills:

• QFA qualification essential.
• At least 2 years’ experience in financial services or a related administrative role.
• Knowledge of pensions, investments, and protection products.
• Understanding of Central Bank of Ireland regulations and compliance requirements.
• Strong organisational skills and attention to detail.
• Excellent communication and client service abilities.
• Experience with CRM systems or financial platforms advantageous.

Due to the high volume of applications received, we regret that we are unable to respond to all applications. Only those suitable for this position will be contacted.