Job Location: Dublin
Byrne Actuaries is an Irish owned consultancy based in Sandyford, Dublin18 that has provided quality independent advice for over 30 years. Our business is based on a culture which aims to provide all of our clients with a high quality professional service through strong personal relationships. Our team of long established professionals provide a wealth of experience, independent pro-active advice on complex issues and most importantly a personalised service tailored specifically for our clients’ needs.
We are currently recruiting for a Trainee Investment Consultant and Financial Advisor to join our team. Applications are invited from experienced candidates and from graduates in the areas of Maths, Finance, Business and Investment who have a strong desire to pursue a career as an Investment Consultant and Financial Advisor.
The Role:
As a Trainee Investment Consultant and Financial Advisor you will form a key part of our team and will provide advice to both corporate and individual clients. Your role will involve:
- Preparing client deliverables
- Managing client relationships and leading in the provision of investment strategy, fund research and manager selection
- Contributing to the delivery of the day to day services required by our clients
- Preparing performance monitoring reports for clients, including commentary which are presentable to the client
- Meeting clients and providing solutions to their requirements, ensuring adherence to compliance regulations and standards
- Supporting new business initiatives
- Working with our team of experienced Actuaries and Investment Consultants to develop systems and processes to improve overall efficiency
- Marinating up-to-date knowledge of market practice and legislation
- You will also be required to provide assistance to our Actuaries in our Expert Witness Practice
Requirements:
- Bachelor’s degree in a numerate / economic area
- Strong team orientation and interpersonal skills
- Excellent presentation and communication skills
- Well organised and detail oriented
- Excellent Microsoft Office skills, particularly in Excel
- Part or fully completed QFA qualification would be an advantage
- Experience of work in a financial planning consultancy, pension consultancy or insurance brokerage would be an added advantage
Further Education:
The successful candidate is expected to study to become a Qualified Financial Advisor (QFA) and (or) a Chartered Financial Analyst (CFA). A comprehensive study package will be provided.
Your application should include the following:
- Cover letter outlining how you fit the job description above
- Transcripts of your university results in each subject for each semester to date
- Transcript of your leaving cert (or equivalent) results