The closing date for receipt of applications to join our firm in October 2006 has passed. The Limerick office normally recruits between 6 and 10 graduates per annum. Details of our recruitment campaign for graduates wishing to join our firm in October 2007 will be available in August 2006.
We are currently looking for a Private Client/Financial Services Graduate to start in September 07.
This is a new position; please see the job description below. If interested please forward your CV details to efoley@bdosx-limerick.com.
Private Client/Financial Services Graduate
BDO Simpson Xavier is one the fastest growing firms of Business & Financial Advisers in Ireland.
BDO Simpson Xavier Limerick Office is currently seeking a Private Client/Financial Services Graduate to join our Financial Services department. This is a new position and will involve working as part of a small team of partners and managers with a diverse range of clients.
An Initial contract of two and a half years will be required to complete the QFA. Training will be provided throughout the contract both internally and externally. Perusing a chartered accountancy qualification will be possible given the right circumstances and potential shown. Study Leave is available to accommodate achieving exam success.
Experience, skills and qualifications required
- Ambitious and want to qualify and pursue a career in Financial Services Advice
- Interested in pursuing QFA qualification
- The ability to work on own initiative with a proven ability to meet deadlines
- Strong time management and organisational skills
- Strong interpersonal skills
- The ability to work as part of a team
- Be ambitious and want to pursue a career in financial services
- Some experience in Microsoft Word, Excel & PowerPoint
Responsibilities
- Provide support to the Financial Services team
- Provide advice primarily to individuals of high net worth in relation to Wealth Management, Personal Financial Planning and Financial Independence. Typical areas include Pensions, Investments, Life and Health Protection, Property and Banking.
- Respond to client queries & requests
- Maintenance of database & filing system ensuring all files are compliant
- Client policy reporting
- Set-up of new policies
- Issue & follow-up of proposals & applications
- Regular reporting
- Research of products and services
- General office duties
This is an excellent opportunity to join an expanding, progressive firm. If you are interested in this position please apply by forwarding your CV details to efoley@bdosx-limerick.com by 14/2/07.
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