Wealth Client Services Executive - Dublin

Elevate Partners is seeking a Client Service Executive to join its expanding Dublin team. You will manage annual portfolio reviews, coordinate with providers, and keep clients informed about their portfolios and new applications.

This role requires a BA (Hons) in Business/Finance and a QFA or progress toward it, with 1-3 years of experience in a financial advisory or pensions context. You'll work independently and with advisers to ensure compliance and timely service.