At O’Leary Financial Planning, our clients are our priority, and we're excited to invite a new team member to ensure they receive nothing less than excellent service.
Your Role:
· Client Advocate: Whether you call it client service, relationship, or administration, your mission is to ensure O’Leary Financial Planning functions smoothly and our clients feel valued and delighted.
· Planner & Organiser: Collaborate with senior advisors, manage workflow, and help our business thrive through effective client relationships.
· Support System: Help our advisers in client-related tasks, prepare and implement paperwork, oversee new business lodgement, follow up and transactions, and provide pivotal administrative assistance.
What We Offer:
· Competitive Remuneration: including company pension, life insurance & income protection
· Professional Growth: Training, upskilling opportunities, and the promise of growth within a team-focused environment.
· Friendly teamworking environment & awesome ‘one for all’ culture
· Location: A modern office located in Liosban Business Park, Galway fostering an inclusive and energetic culture. Hybrid working available after probation period.
What We're Looking For:
· Industry Pro: Has spent a minimum of 2 year in this type of role - client service or administration - and is looking to grow, develop & enhance their skills working in a truly supportive and team environment.
· Passionate & Driven: A genuine desire to achieve outstanding client outcomes. and a real willingness to go the extra mile for them. It really does need to drive you- it's "your thing".
· Experience: the power of our brand is in the expertise and ability of our team - your background then is very important to the quality our clients' experience.
· Lifelong Learner: the O’Leary Financial Planning model has been tried and tested. We know it’s a winning formula so you must be willing to learn our systems and techniques, while still of course having the freedom to bring your personal style and improvements to it!
· Detail-Oriented: Precision, problem-solving ability, and timely execution are your strengths.
· Communicator: Excellent written, verbal, and phone communication skills.
· Independent Yet Team-Oriented: Work autonomously but harmoniously within a team.
· Strong IT skills: Excellent knowledge of MS Office is a must. Some experience with a broker CRM and cashflow modelling would be a bonus
About O’Leary Financial Planning:
Located in Liosban Business Park, Galway we’re dynamic, fast growing and forward thinking boutique Financial Planning firm committed to delivering a holistic financial approach designed to improve the financial well-being and lifestyles of our clients.
We have strong flows of high quality new & existing clients. We’re a high touch, low volume business with a great support team, so your time will be spent doing fulfilling, high value, client relationship support work.
The right person will have an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing your skills in the process.
If you or anyone you know wants to be part of the future success of O’Leary Financial Planning please send your CV to [email protected] with the subject line ‘Client Admin Exec.
Job Type: Full-time
Pay: €34,000.00-€42,000.00 per year
Benefits:
Application question(s):
- How many years of Broker firm Financial Services experience do you have?
Education:
- Advanced/Higher Certificate (preferred)
Experience:
- Relevant: 2 years (required)
Work Location: Hybrid remote in Galway City, County Galway
