Office Manager & P.A. to MD of Financial Advisor

Personal Advisory Services Location: Dublin 2 Contact: Frank D'Arcy
20th December 2017 Email: fda@advisoryservices.ie
Part Time

Your Dream role as Office Manager and P.A. to MD of Financial Advisor – based in Dublin 2

Personal Advisory Services is regulated as an Intermediary by the Central Bank of Ireland. We provide a full range of financial planning services for individuals, Company Directors, employees and business.

Support role (part time & flexible) : The role involves, among other things

  • Preparation for client meetings
  • Update Omnibroker and Client summary of Policies and Asset Value
  • Research on products – Life cover, Mortgage, Pension , Savings & Investment
  • Regulatory – ensure compliance with CB requirements
  • Ensure client folders are up to date –
  • Manage all aspects of the office
  • Administer accounts for the business

The role is likely to be of interest if you have passed your QFA’s or CFP, have experience working within the industry and an understanding of financial products , are organised , SELF MOTIVATED , a good ATTITUDE, able to work on your own at times and are looking for a new CHALLENGE

You will work closely with the owner of the business , the remuneration package will be attractive for the right candidate and there is scope to develop the role , manage the office and engage in new business development activities.

If you are interested in hearing more , then please contact :

Frank D’Arcy : 086 8215121      fda@advisoryservices.ie

Applications:

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Frank D'Arcy
Advisory Services
13 Herbert Place
Dublin 2
fda@advisoryservices.ie