Dublin, Leinster, Ireland · On-site
Company Description Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing f…
Skills: Administration, Attention To Detail, Problem Solving, Communication, Interpersonal Skills
Dublin, Leinster, Ireland · On-site
Fairstone Ireland is seeking applications from experienced Financial Planning Advisors for full-time permanent opportunities nationwide. As a Financial Planning Advisor, you’ll provide expert, independent financial advic…
Skills: Financial Planning, Portfolio Management, Business Development, Client Relationship Management, Regulatory Compliance
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Manage new business applications for life, protection, pensions, and investment policies from receipt to issuance. Coordinate between brokers and life companies to track progress and collect necessary requirements.
Requires excellent administration skills, proficiency in Microsoft Office, and a good working knowledge of the life and pensions market. Experience in regulated financial services is desirable, along with an interest in pursuing QFA studies.
Company Description
Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 38,000 clients and manage €3.5 billion in assets under management.
Our comprehensive services include financial planning, retirement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 16 locations in Ireland, we pride ourselves on our client-centric approach to financial success.
Role Description
The role is to manage new business applications for life/protection, pensions, savings and investment policies from receipt to policy issue. The successful candidate will have responsibility for delivering an efficient, accurate and professional service. The role involves working with both brokers and life companies. This is a fantastic opportunity for an administrator who is looking to progress their career within the Financial Services sector and gain exposure to various areas within the industry.
Key Duties & Responsibilities
Support the new business function in the area of Life & Pensions
Working closely with Senior Administrators and Financial Advisors
Processing new business applications with various life companies such as Aviva, Royal London, Zurich and New Ireland
Tracking the progress of new business applications and collecting any additional requirements
Dealing with relevant life companies via e-mail and phone
Dealing with relevant brokers via e-mail and phone
Person Specification
Knowledge, Education & Experience
Excellent administration skills with excellent attention to detail
Good problem-solving skills with an appetite to learn
A genuine interest in progressing with relevant studies - QFA and/or related exams
Professional and client-oriented approach
Ability to work off your own initiative
Good working knowledge of the life/protection and pensions market
Skills & Abilities Required
Excellent communication and interpersonal skills with an ability to work effectively as part of a high performing team
Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
Proficiency in Microsoft Office suite
Ability to live and work in the Republic of Ireland without restriction
Experience working within the regulated financial services space (desirable)
Intelligent Wealth Management Solutions to Protect, Grow, and Secure Your Financial Future
Fairstone Ireland is dedicated to providing intelligent wealth management solutions and strategies to make financial dreams a reality. With over 30 years of experience in the Irish market, we offer a comprehensive suite of services to provide tailored financial solutions to protect, grow, and secure your financial future. With more than 60 locations across the UK and Ireland, as part of the Fairstone Group we have helped over 95,000 clients, and manage over £20bn of client’s investment funds. Our services include financial planning, retirement planning, estate planning, mortgage advice, financial protection, investment planning, and wealth management along with inheritance planning. We’re driven by our commitment to delivering exceptional service and experiences to our customers. Here are three things we know to be true. Independent Advice: We provide impartial whole-of-market financial advice. Outstanding service: We strive to deliver maximum satisfaction to our customers and guarantee the highest level of customer service. Customer-centric approach: Our experts are all Qualified Financial Advisors (QFAs), trained and licensed to provide solutions to individuals and businesses specific to their needs.
Offices: Maple House 2nd Lower Kilmacud Rd, Stillorgan, Dublin, A94 E3F2, IE · Unit 2 The Friary, Main St., Headford, Co. Galway H91 KC43, IE · Galway Financial Services Centre, Tuam Road, Galway, Co. Galway H91 P6NA, IE · Beechgrove House, Strand Street, Tralee, Co. Kerry V92 FH0K, IE · 13 Lower Patrick Street, Kilkenny, Co. Kilkenny R95 DXR7, IE
Intelligent Wealth Management Solutions to Protect, Grow, and Secure Your Financial Future
Fairstone Ireland is dedicated to providing intelligent wealth management solutions and strategies to make financial dreams a reality. With over 30 years of experience in the Irish market, we offer a comprehensive suite of services to provide tailored financial solutions to protect, grow, and secure your financial future. With more than 60 locations across the UK and Ireland, as part of the Fairstone Group we have helped over 95,000 clients, and manage over £20bn of client’s investment funds. Our services include financial planning, retirement planning, estate planning, mortgage advice, financial protection, investment planning, and wealth management along with inheritance planning. We’re driven by our commitment to delivering exceptional service and experiences to our customers. Here are three things we know to be true. Independent Advice: We provide impartial whole-of-market financial advice. Outstanding service: We strive to deliver maximum satisfaction to our customers and guarantee the highest level of customer service. Customer-centric approach: Our experts are all Qualified Financial Advisors (QFAs), trained and licensed to provide solutions to individuals and businesses specific to their needs.
Offices: Maple House 2nd Lower Kilmacud Rd, Stillorgan, Dublin, A94 E3F2, IE · Unit 2 The Friary, Main St., Headford, Co. Galway H91 KC43, IE · Galway Financial Services Centre, Tuam Road, Galway, Co. Galway H91 P6NA, IE · Beechgrove House, Strand Street, Tralee, Co. Kerry V92 FH0K, IE · 13 Lower Patrick Street, Kilkenny, Co. Kilkenny R95 DXR7, IE
