Career Opportunities – Join Our Team & develop your skills

We are expanding our financial advice team in both our Galway & Kildare offices. We want to speak to existing and aspiring financial advice professionals with opportunities in the following roles:

Financial Planner (Kildare & Galway)
Financial Planning Administrator (Kildare & Galway)
Paraplanner (Kildare & Galway)

Murray & Spelman Financial Services Ltd. is a successful and expanding Financial Services company, established in 1956 with offices located in Kildare and Galway.

Our dedicated team provides a broad range of financial services including Pensions, Savings & Investment, Protection, Mortgages, and Financial Planning. Our growing client base and expanding range of services offers ongoing opportunities. We are seeking ambitious, professional and customer focused individuals to join our experienced teams. We have an excellent customer service reputation and a diverse customer base from companies to family and individuals across all sectors. Our success is linked to the extensive knowledge, capabilities, and quality of our team of advisors and administrators.

We are committed to developing our employees in a continuous learning culture, offering continuous training and development opportunities. The successful candidates will be offered a competitive salary, paid holidays, pension, income protection, death in service benefits and flexible working solutions including hybrid working arrangements.

Our modern refurbished offices are conveniently located with our Kildare office located just off the M7 in Sallins, with free onsite parking. Green travel alternatives are also available as we are located on Bus route 139 and a mere 20 mins by train from Dublin city centre. Our Galway office is located at the GFSC in Galway, with free onsite parking. Again, green travel alternatives of bus and train are available. The surrounding area includes several cafés, gastro pubs, shopping facilities and a range of local services, all within walking distance.

Jobs in Galway

Jobs in Kildare

Job location: Galway

Financial Planner

Murray & Spelman is one of the leading Financial Brokers in Ireland, with over 60 years serving our clients financial needs. Due to our continued growth we are actively seeking an additional Financial Planner to our team.

If you are a professional Financial Planner who is looking to move your career to the next level with a progressive financial brokerage, this is an exciting opportunity for you.

Competitive salary, company benefits with flexible working arrangements offered to the successful candidate.

Key Responsibilities:

Develop business relationships with new clients and establish strong relationships with existing clients.
Carry out regular reviews with existing clients to identify and meet their financial needs.
Ability to create and implement financial plans.
Work to agreed targets and standards whilst ensuring adherence to compliance regulations.
Be an integral part of the team in working towards and achieving company objectives.
Have a comprehensive knowledge and interest in personal finance including Pensions, Savings & Investments & Protection. Mortgage knowledge is beneficial but not necessary.

Desired Skills:

Motivated, self-starter with the ability to work as part of a team.
Proven track record of consistently meeting and exceeding targets i.e. compliance, industry standards , customer service and business development.
Business development skills.
Strong attention to detail and ability to manage a portfolio of diverse clients.
Diligent, goal oriented and excellent communication skills.
A strong level of IT skills will be important in the role.

Qualifications & Experience:

QFA or part QFA qualified is a minimum requirement.
A commitment to Continuous Professional Development.
Financial brokerage experience is beneficial but not necessary.

Salary and Benefits:

Competitive salary, company benefits with flexible working arrangements offered to the successful candidate.
Opportunity to work with a diverse range of talented, motivated colleagues who will support you to own your potential.
We continually invest in our team through a range of Learning and Development opportunities.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie

– To download a Word document for this role, please click here.

Job location: Kildare

Financial Planner

If you are a professional Financial Planner who is looking to move your career to the next level with a progressive financial brokerage, this is an exciting opportunity for you.

Competitive salary, company benefits with flexible working arrangements offered to the successful candidate.

Key Responsibilities:

Develop business relationships with new clients and establish strong relationships with existing clients.
Carry out regular reviews with existing clients to identify and meet their financial needs.
Ability to create and implement financial plans.
Work to agreed targets and standards whilst ensuring adherence to compliance regulations.
Be an integral part of the team in working towards and achieving company objectives.
Have a comprehensive knowledge and interest in personal finance including Pensions, Savings & Investments & Protection. Mortgage knowledge is beneficial but not necessary.

Desired Skills

Motivated, self-starter with the ability to work as part of a team.
Proven track record of consistently meeting and exceeding targets i.e. compliance, industry standards , customer service and business development.
Business development skills.
Strong attention to detail and ability to manage a portfolio of diverse clients.
Diligent, goal oriented and excellent communication skills.
A strong level of IT skills will be important in the role.

Qualifications & Experience:

QFA or part QFA qualified is a minimum requirement.
A commitment to Continuous Professional Development.
Financial brokerage experience is beneficial but not necessary.

Salary and Benefits:

Competitive salary, company benefits with flexible working arrangements offered to the successful candidate.
Opportunity to work with a diverse range of talented, motivated colleagues who will support you to own your potential.
We continually invest in our team through a range of Learning and Development opportunities.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie

– To download a Word document for this role, please click here.

Job location: Galway

Financial Planning Administrator

Murray & Spelman (Financial Services) Ltd. continues to grow as one of the leading Financial Brokers in Ireland. We are actively looking for a Financial Planning Administrator to join our team. The successful candidate should be self-motivated, professional and personable.

Key Responsibilities:

Providing a wide range of administration support to our team in supporting the financial advice function from inception to conclusion.
Requirement to liaise with clients, providers, and key stakeholders to manage the workflow efficiently.
Recording client information in an accurate and compliant manner
Processing of new business applications, updating client information, scanning of documents, providing supporting documents to providers as appropriate.
Track progress of business with product providers and ensuring accuracy of outcomes.
Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
Provide exceptional levels of customer experience to our clients

Desired Skills and Experience:

Experience in financial services or a related customer sales/service role.
Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.
Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.
Strong attention to detail with a willingness to learn.
Have excellent communication skills and a professional/friendly telephone manner.
Energy, enthusiasm, and be a team player.
Proficient IT skills.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie.

– To download a Word document for this role, please click here.

Job location: Kildare

Financial Planning Administrator

Key Responsibilities:

Providing a wide range of administration support to our team in supporting the financial advice function from inception to conclusion.
Requirement to liaise with clients, providers, and key stakeholders to manage the workflow efficiently.
Recording client information in an accurate and compliant manner
Processing of new business applications, updating client information, scanning of documents, providing supporting documents to providers as appropriate.
Track progress of business with product providers and ensuring accuracy of outcomes.
Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
Provide exceptional levels of customer experience to our clients

Desired Skills and Experience:

Experience in financial services or a related customer sales/service role.
Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.
Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.
Strong attention to detail with a willingness to learn.
Have excellent communication skills and a professional/friendly telephone manner.
Energy, enthusiasm, and be a team player.
Proficient IT skills.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie.

– To download a Word document for this role, please click here.

Job location: Galway

Paraplanner

Murray & Spelman is one of the leading Financial Brokers in Ireland, with over 60 years serving our clients financial needs. Due to our continued growth we are actively seeking a Paraplanner to join our team.

The Paraplanner will work closely with our Financial Planners providing support to our client’s needs. The paraplanner will provide support in four main areas:

Preparing market research & recommendations in conjunction with the Financial Planners.
Implement the Financial Planners recommendations
Preparing & maintaining compliant client files
Preparing annual reviews.

In addition, a Paraplanner may attend meetings with the Financial Planners to enhance team based client relationships, answer technical queries, deal directly with clients and identify new business opportunities from our existing client base.

The role as a Paraplanner is a career its own right but can also be used as stepping stone to developing a career as a Financial Planner.

The role is based in our offices in Sallins, Co. Kildare.

The successful candidate should be self-motivated, professional, personable with strong organisational skills.

Key Responsibilities:

Assist our Financial Planners in managing existing and new clients.
Provide support to our Financial Planners to ensure client/business documentation is accurate.
Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
Provide exceptional levels of customer service to our clients.
Develop and maintain excellent day to day working relationships with our Financial Planners and Product Partners to maintain a collaborative working environment.
Obtain information, quotes, illustrations, product details, and provide comparisons for analysis.
Assist in identifying areas of financial planning and discover solutions suitable to meet the client’s needs and objectives.
Prepare, research, analyse and complete recommendation reports for the Financial Planners.
Prepare suitability statements and reports – This will include the pre-completion of documentation in advance of client meetings.
Fully understand the compliance process & procedures.

Desired Skills:

Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.
Ability to work on own initiative.
Strong attention to detail with a willingness to learn.
Proficient written, verbal communication skills and a professional/friendly telephone manner.
Energy, enthusiasm, and be a team player to deliver on business objectives.
Strong knowledge of key areas of financial planning.
Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.

Qualifications & Experience

Qualified Financial Advisor (QFA) desirable or working towards completing same.
Degree level qualification preferable
A commitment to Continuous Professional Development.
Experience in and knowledge of the Financial Broker sector is beneficial.
Experience in a Paraplanner Role would be beneficial, but not essential.

Salary and Benefits:

Competitive salary with excellent company benefits.
Opportunity to work with a diverse range of talented, motivated colleagues who will support you to own your potential.
We continually invest in our team through a range of Learning and Development opportunities.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie

– To download a Word document for this role, please click here.

Job location: Kildare

Paraplanner

The Paraplanner will work closely with our Financial Planners providing support to our client’s needs. The paraplanner will provide support in four main areas:

Preparing market research & recommendations in conjunction with the Financial Planners.
Implement the Financial Planners recommendations
Preparing & maintaining compliant client files
Preparing annual reviews.

The role as a Paraplanner is a career its own right but can also be used as stepping stone to developing a career as a Financial Planner.

The role is based in our offices in Sallins, Co. Kildare.

The successful candidate should be self-motivated, professional, personable with strong organisational skills.

Key Responsibilities:

Assist our Financial Planners in managing existing and new clients.
Provide support to our Financial Planners to ensure client/business documentation is accurate.
Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
Provide exceptional levels of customer service to our clients.
Develop and maintain excellent day to day working relationships with our Financial Planners and Product Partners to maintain a collaborative working environment.
Obtain information, quotes, illustrations, product details, and provide comparisons for analysis.
Assist in identifying areas of financial planning and discover solutions suitable to meet the client’s needs and objectives.
Prepare, research, analyse and complete recommendation reports for the Financial Planners.
Prepare suitability statements and reports – This will include the pre-completion of documentation in advance of client meetings.
Fully understand the compliance process & procedures.

Desired Skills:

Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.
Ability to work on own initiative.
Strong attention to detail with a willingness to learn.
Proficient written, verbal communication skills and a professional/friendly telephone manner.
Energy, enthusiasm, and be a team player to deliver on business objectives.
Strong knowledge of key areas of financial planning.
Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.

Qualifications & Experience

Qualified Financial Advisor (QFA) desirable or working towards completing same.
Degree level qualification preferable
A commitment to Continuous Professional Development.
Experience in and knowledge of the Financial Broker sector is beneficial.
Experience in a Paraplanner Role would be beneficial, but not essential.

Salary and Benefits:

Competitive salary with excellent company benefits.
Opportunity to work with a diverse range of talented, motivated colleagues who will support you to own your potential.
We continually invest in our team through a range of Learning and Development opportunities.

If you want to be part of our exciting growing business and feel this position is right for you, please email your CV and cover letter to Diane Collins d.collins@murrayspelmanfs.ie

– To download a Word document for this role, please click here.

Murray & Spelman (Financial Services) Ltd help you plan for your future, while you live for today!

Equal Opportunity Employer

Murray & Spelman Financial Services Ltd are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.

Contact Murray & Spelman

If you would like to learn more or ask specific questions, please contact us below. Contact Murray & Spelman Financial Services Ltd over the phone or by email, to find out more and receive a complimentary consultation.

Phone: Kildare 045 888 007 Galway 091 759 555

Email: info@murrayspelmanfs.ie

Murray & Spelman Financial Services Ltd is Regulated by the Central Bank of Ireland. All details and views contained within this article are for informational purposes only and does not constitute advice. Murray & Spelman makes no representations as to the accuracy, completeness or suitability of any information and will not be liable for any errors, omissions or any losses arising from its use.