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Brokerage Operations Coordinator

Location: Republic of Ireland, Dublin, Dublin City Centre

Industry: Wealth Management & Insurance

Salary: €45000.00 - €50000.00 per annum

Contacts: Louise Quinn, louise.q@honeycomb.jobs

Job Ref: BBBH55037

Expiry date: 2024-12-12


Honeycomb is delighted to partner with a growing Wealth Management practice to recruit for a Brokerage Operations Coordinator. The role is full time, permanent and operating on a fully remote basis. As the company is expanding, there is great opportunity for development and progression.

The Client

Our client is a fast-growing personal financial planning company headquartered in Dublin. They have a fresh approach to wealth management and put the customer at the fore of everything they do. Delivering an exceptional customer service is paramount and is evident in their 5 star Google review rating.

The Role

The Operations Coordinator is a key link between the Financial Advisers and the administration Team; working closely with the Administrator Team Lead to ensure the smooth running of a busy administration function.

Overview of Responsibilities

  • Receiving client application requests from Financial Advisers, interpreting them, clarifying them, and relaying the requirements back to the administration Team
  • Reviewing completed applications and suitability letters prior to sign off by the Financial Advisor and Client
  • Meet Administration Team Lead daily
  • Helping the Administration Team with Client queries
  • Liaising with Life Assurance companies
  • Assisting Financial Advisers with technical queries
  • Assisting with the development and evolution of workflow processes
  • Monitoring our CRM system activity to make sure protocols are being adhered to
  • Assisting Head of Operations with internal projects
  • Keeping up to date with industry and regulation developments

Essential Criteria

  • Exceptional attention to detail
  • Customer Service mindset
  • Highly organised
  • Excellent communication and interpersonal skills
  • QFA (Fully Qualified)
  • At least 5 years relevant industry experience with strong knowledge of the current pensions, investments, and protection landscape

Package

  • Salary €45 - €50K
  • Fully remote working
  • Pension, Death In Service, and Income Protection benefits
  • Opportunity to grow and develop the role
  • Open, positive and modern working environment in a fast-growing ambitious company

To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.

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