Proud Sponsors of Cork Simon Community

Alpha Wealth is a proud sponsor of The Cork Simon Community.

We are passionate about helping others and believe that everyone deserves a second chance for a better life.

We are delighted to help the Cork Simon Community by providing them with Room Sponsorship.

The people at Cork Simon Community will now be able to feel a sense of safety and security, receive one-to-one care from a professional and have a quiet place to sleep at night.

Investments Administrator

Investments Administrator

Job description:

Do you want to work as part of Cork & Dublin’s leading Financial Advisory Firm? Due to expansion in our Cork office we are looking for an enthusiastic person to join the Alpha Wealth team which will play a key role in being responsible for managing Alpha Wealth’s investment business.

Your New Role:

  • You will be responsible for managing Alpha Wealth’s pipeline of investment business
  • Assisting financial advisors in the preparation of client recommendation documents
  • You will interact daily with some of Ireland’s largest investment producers
  • You will communicate with clients over phone and email keeping them updated on the progress of their application
  • You will be responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements
  • You will support Financial Advisors with any ad hoc administration duties
  • Excellent career progression opportunities into other areas of the business such as financial advisory or life & pensions administration

What you will need to succeed:

  • Highly self-motivated & ability to work on own initiative
  • Excellent attention to detail
  • Strong organisational skills
  • Be flexible in your day to day duties

Qualifications & skills required:

  • 3rd level degree

Benefits of working with Alpha Wealth:

  • Salary up to €32,000.00 p.a. (dependent on experience)
  • Free parking on site
  • Working hours to suit work-life balance (Monday to Friday 8.30am-4.30pm)
  • Company Pension (on completion of probationary period)

 

Please email rocallaghan@alphawealth.ie to apply for the role.

Thanks & regards,

Alpha Wealth

Overview of CSR at Alpha Wealth

“Goodness is the only investment which never fails, and that’s why Corporate Social Responsibility is so important for businesses today” – Eoin Pollard

Alpha Wealth is a dynamic financial advisory company. The company’s core mission is to make finance simple for individuals, families and companies. Conveying finance in a transparent manner is of the utmost importance The Company provides unbiased financial advice to the people of Ireland. Identifying that each individual has their own unique set of circumstances with the common goal of employees to assist in finding the best solutions. Advising clients through different financial life cycles whilst enabling them to live comfortably now and into the future. Continue reading “Overview of CSR at Alpha Wealth”