Pensions Advisor

Wellesley Investments & Pensions Limited

Full Time


Position: Pensions Advisor
Company: Wellesley Investments & Pensions Limited
Location: Limerick
Contact: HR Department
Contact Email: info@wellesley.ie
Date Posted: 20th May 2024
Wellesley Investments & Pensions Limited

Job Specification:

Established in 2007, Wellesley Investments & Pensions Ltd is a Financial Advisory Firm specialising in Investment Management, Investment Risk, and Pensions Structures. The company’s clients include large pension schemes, corporate treasuries and high net worth private clients.

DESCRIPTION:
Wellesley advise a large base of clients on pension matters ranging from single member self- administered plans to large corporate schemes and including both defined benefit and defined contribution arrangements. Working as part of the Pension’s Team at our Limerick offices, the successful candidate will advise clients on all aspects of pension and personal financial planning.

QUALIFICATIONS:
Essential: QFA
Desirable: RPA, CFP, Tax qualification (CTA, Tax technician).

OTHER REQUIREMENTS:
Essential
•Strong Numeracy & attention to detail
•Excellent Excel skills
•Strong client relationship skills
•Ability to work independently
•2+ years professional experience working with DC pension schemes or private pensions


Please respond with your Curriculum Vitae, in the strictest confidence, to:

HR Department
Wellesley Investments & Pensions Limited
59/60 O’Connell Street
Limerick
info@wellesley.ie


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