Operations Administrator – Financial Services

About the role

The Operations Administrator will support the day‑to‑day operations of a well‑established financial planning firm, ensuring compliance standards are met and internal processes run smoothly. You will work closely with senior management and the wider team to deliver high‑quality client services.

Key responsibilities

• Prepare new business documentation and client presentations.
• Maintain accurate client records and produce regular management reports.
• Support internal audits and coordinate AML/compliance training.
• Review and update company policies, procedures, and compliance documentation.
• Assist with regulatory requirements and process‑improvement initiatives.
• Provide general operational support across the business.

Required profile

• Proven experience in financial services operations, compliance or administration.
• Strong attention to detail and solid Microsoft Office skills.
• QFA or APA qualification is a plus.
• Experience in financial planning, wealth management or brokerage environments is desirable.

Required skills

• Microsoft Office

What we offer

• Salary €45,000 – €50,000 per year plus bonus.
• Hybrid working model (Dublin office and remote).
• Comprehensive benefits package.
• Immediate consideration for the right candidate.