Financial Services jobs in County Dublin

This isn't just another administration role.

We're building one of Ireland's most progressive financial planning businesses.

We're investing in technology, AI and better ways of working so our team spends less time on repetitive administration and more time delivering exceptional outcomes for clients.

If you're an experienced Financial Planning Administrator who enjoys ownership, responsibility and improving how things are done, we'd love to meet you.

About Us

We believe great financial planning is built on relationships, trust and outstanding client service.

We're creating a business where experienced professionals are trusted to make decisions, solve problems and contribute ideas.

As we grow, we're also investing heavily in AI and automation - not to replace people, but to remove repetitive administration so our team can focus on the work that really matters.

You'll have the opportunity to influence how our business evolves over the coming years.

The Opportunity

This is a senior role for someone who enjoys taking ownership.

You'll manage the complete client journey across pensions, investments and protection business, ensuring every client receives a first-class experience from application through to ongoing servicing.

You'll work closely with advisers while having the autonomy to manage your own workload and make decisions.

Your Responsibilities

You'll take ownership of cases including:

● Pension applications

● Investment applications

● Protection business

● Pension transfers

● Retirement claims

● ARFs

● Client reviews

● Policy servicing

● Pipeline management

● Commission reconciliation

● Liaising with providers

● Client communication

● CRM management

● Compliance administration

● Case completion

You'll also help us improve our internal processes and contribute ideas that make the business more efficient.

What We're Looking For

You'll ideally have:

● QFA qualification

● Minimum five years' experience within an Irish Financial Planning or Brokerage environment

● Strong technical knowledge of pensions, investments and protection

● Experience managing cases from start to finish

● Excellent communication skills

● Strong organisational ability

● High attention to detail

● A proactive approach to problem-solving

● The confidence to work independently

Most importantly...

You're someone who enjoys improving systems rather than simply following them.

Why This Role Is Different

We're building the next generation of financial planning.

Over the next few years, AI will automate much of the repetitive administration traditionally associated with financial services.

Rather than fearing that change, we're embracing it.

We want someone who is excited to work alongside new technology, help shape better processes and become an important part of that journey.

Your expertise will become even more valuable as routine tasks become automated.

What We Offer

€50,000–€60,000 depending on experience

Flexible hours

Hybrid working

Company pension

Ongoing professional development

Support with further qualifications

Opportunity to influence business strategy

Genuine autonomy

Friendly, experienced team

Long-term career progression

Our Culture

We don't believe in micromanagement.

We don't believe in unnecessary meetings.

We don't believe in bureaucracy for the sake of bureaucracy.

We believe good people produce their best work when they're trusted.

Our aim is simple:

Create the best workplace for experienced financial planning professionals in Ireland.

If This Sounds Like You...

If you're looking for more than just another administration role and want to help build the future of financial planning, we'd love to hear from you.

Apply in confidence.

Pay: €50,000.00-€60,000.00 per year

Benefits:

• Company pension
• Flexitime
• Work from home

Experience:

• Life, Pensions and Investments Administration: 5 years (required)

Work Location: Remote