Overview
Financial Planning Operations Jobs in Dublin, County Dublin, Ireland at 360 Search
Title: Financial Planning Operations
Company: 360 Search
Location: Dublin, County Dublin, Ireland
The successful candidate will play a key role in supporting client delivery, ensuring operational efficiency, and maintaining strong compliance standards across the business.
You will work closely with leadership and the wider team to support reporting, regulatory requirements and internal process improvements, while contributing to a high-quality client experience.
Key Responsibilities:
Client Support & Business Delivery
- Prepare new business presentations to a high professional standard within agreed timelines.
- Support client review processes, including maintaining accurate and up-to-date client records.
- Assist in delivering consistent, high-quality client experience across all interactions.
Reporting & Operational Efficiency
- Support the review and streamlining of internal reporting processes.
- Produce accurate weekly, monthly and periodic reports and audits.
- Identify opportunities to improve efficiency and data quality.
Compliance & Risk Management
- Support ongoing compliance and risk initiatives, including regulatory framework implementation.
- Assist with maintaining compliance with Consumer Protection Code requirements.
- Contribute to internal training, including AML and ethics compliance tracking and delivery.
- Stay up to date with regulatory and industry developments and support internal guidance.
- Contribute to and maintain a suite of company policy and compliance documents.
Projects & Continuous Improvement
- Assist with business projects and process improvement initiatives.
- Support the development and updating of internal documentation and procedures.
- Contribute to operational improvements and implementation of best practices.
Administration & Team Support
- Provide general office and administrative support as required.
- Assist with team coordination, client reception and day-to-day operations.
- Provide cover and support for operational roles during periods of absence.
About You
We are seeking a professional, personable, and technically competent Operations Specialist who genuinely enjoys collaborating with a small team to deliver premium customer experience to our clients.
You are a highly organised and detail-focused professional with a proactive and collaborative approach to work.
You take pride in accuracy, enjoy supporting others, and are comfortable working across multiple priorities in a structured environment.
You are adaptable, reliable and committed to maintaining high standards in both client service and compliance.
Essential Requirements
- Experience in financial services, operations, compliance or administrative role.
- Excellent interpersonal and communication skills.
- Professional and polished presentation.
- Organised, methodical, and detail-oriented approach.
- Strong organisational and time management skills
Desirable Requirements
- Qualified Financial Advisor (QFA) or Accredited Product Adviser (APA) qualification.
- Have a Professional Diploma in Compliance (LCI)
- Experience working within a Financial Services Brokerage, Wealth Management Firm, or Financial Planning Practice.
- Strong knowledge of:
- Pensions
- Investments
- Savings
- Protection Products
- Exposure to compliance or regulatory frameworks.
