Client Support Executive

Job Overview

The role works with advisers in support of the core business, where you will work under the direction of a Financial Planner/Advisor.

You will support the Financial Planner/Advisor and perform several of the necessary tasks in developing a financial plan for clients including:

  • Gathering financial statements and records from the client.
  • Reviewing the client's financial records and using PortfolioMetrix custom software, Wealth Explorer™, to start the process of creating and modelling different possible financial scenarios.
  • Assisting the Financial Planner/Advisor in preparing the presentation of the information to the client and being on hand to support the Financial Planner/Advisor and answer any questions and concerns that a client may have.
  • Assisting the Financial Planner/Advisor to implement any recommendations via our network of investment platforms both in Ireland and internationally; follow up with the client to assist with the implementation and on an ongoing basis to monitor progress; and assist in the preparation of periodic progress reports and to help making changes to the plan over time.
  • Support Financial Planner/Advisor in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
  • Research financial databases and products that match clients' needs
  • Keeping the CRM records up to date and accurate in a timely manner.
  • Preparation of Monthly reviews for Global Wealth/Ethical Financial clients
  • Assisting with account opening and compliance requirements for Global Wealth/Ethical Financial clients.
  • General office administration, backup and support as required.
  • Knowledge and Skills

The successful candidate will have:

  • Outstanding interpersonal and relationship building skills
  • Very good IT skills
  • A numerate mind that is interested in investments, financial planning, personal finance, taxation
  • Strong intellect with a high level of commercial and financial acumen
  • The ability to work in a smaller, entrepreneurial organisation
  • Ability to communicate sometimes complex concepts in a simple and engaging manner
  • Excellent communication skills, both written and verbal
  • An appreciation of sales

Personal attributes

  • You are a highly motivated self-starter with a focus on continuous improvement in all areas of your work.
  • You can deliver quality in a positive and influential style.
  • You are accurate in your work and able to prioritise and deliver at speed. You have high integrity and evoke trust and openness in those you deal with.


  • Financial Services experience in Fund Accounting, a Trustee company, an Insurance company or professional services firm (for example tax or accounting) would be considered an advantage.

Education & Qualifications

  • Minimum requirement: 2:1 Degree (numeric degree focused on Finance and Investments or a degree supported by further financial training or qualifications).
  • Beneficial: QFA - Qualified Financial Adviser or CFP - Certified Financial Planner (or in training) and/or a relevant Post graduate degree
  • The successful applicant will be expected to undertake the QFA qualification at a minimum.

The package will reflect the experience and ability of the successful candidate.

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