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Operations Specialist | Wealth Management
Job Location:
Salary:
Experience Required:
Posted:
30 June 2026 (30+ days ago)
Posted:
Application Deadline:
27 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
We are currently working with an established financial advisory firm that are looking to hire an Operations Specialist to join their team in Dublin. This is an excellent opportunity for an organised and detail-orientated professional with experience across client support compliance reporting and operational improvement.
Responsibilities:
- Prepare new business presentations to a high professional standard within agreed timelines
- Produce accurate weekly monthly and periodic reports and audits
- Support ongoing compliance and risk initiatives including regulatory framework implementation
- Support the development and updating of internal documentation and procedures
- Assist with business projects and process improvement Initiatives
- Contribute to internal training including AML and ethics compliance tracking and delivery
Requirements:
- Experience in financial services compliance operations or administrative role
- Organised methodical and detail-orientated approach
- QFA or APA qualification
- Experience working within a Financial Services Brokerage Wealth Management firm or Financial Planning Practice
- Exposure to compliance or regulatory frameworks
- Excellent interpersonal and communication skills
This is an excellent opportunity for a technical specialist who wants to play a central role in shaping the quality integrity and technical excellence of a leading financial planning business.
For more information on this Operations Specialist job or to discuss in more detail contact Aoife Stokes at or apply directly below.
Required Skills:
Client Services Compliance
