Skip to main content

Website Rockwell Financial Management Limited

If wealth matters to you, it matters to us

About the company:

Rockwell is an Irish owned and managed wealth management firm, committed to delivering excellent outcomes for our clients. We are made up on 25 employees’, with €280M AUM & 20+ years’ experience on the market. We are passionate about our client’s financial wellbeing. We believe it gives them opportunity to live life on their own terms. Our vision is to provide them and their families with an outstanding client experience based on the best advice, technology & people.

 

About the apprentice programme:

We are looking for an ambitious and talented individual who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join Rockwell, you will receive a tailored induction and will be assigned a business supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at Rockwell. In return, we expect you to bring the commitment and drive to add significant value to the company.

 

About the Job Role:

The role is hybrid, with one days in the office located in Dublin city centre, two days from home, except for once per month when townhall is held which will be two days in the office. This is of course with the exception of mandatory college days, This role will involve achieving business goals and supporting the Team Leader in providing a high-quality service to our clients, internal staff and external business partners.

What the role entails:

  • Coordinate and manage client documentation and files, ensuring accuracy and compliance.
  • Maintain and update client records in our financial planning software and databases in line with GDPR.
  • Support compliance and regulatory requirements by adhering to checklists, templates and procedures in preparing and maintaining necessary documentation.
  • Handle client servicing requests for new and existing clients within agreed SLA.
  • Collaborate with administrative staff, sales and external stakeholders companies to ensure smooth day-to-day office operations.
  • Processing of new business requests, ensuring regular follow ups until plan is issued, taking a ‘phone first’ approach.
  • Conducting onboarding calls with clients, preparing factfinds, gathering AML and other necessary compliance documents.
  • Preparing comprehensive cashflow calculation reports for new and existing clients through Voyant.
  • Adhere to all compulsory training.
  • Assist project manager in any ongoing project work required.
  • Filing correspondence & answering phone calls.

 

About you:

You must be:

  • Focused, diligent & be committed to work and studying for a level 8 education programme at the same time.
  • Able to communicate effectively (in both written and verbal form.)
  • Willing to be part of a team.
  • Willingness to learn.
  • Committing to the customer.
  • Take ownership & accountability for own actions and responsibilities.
  • Have attention to detail and time management.
  • Have the ability to manage own workload.
  • Strong relationship building skills.
  • Aptitude to make real time decisions based on changing information.
  • Good negotiation skills.
  • Problem solving abilities.

 

What we off at Rockwell:

  • Salary €25,000
  • Registration fee of €600 p/a covered by Rockwell
  • Exam leave – 1.5 day study leave per formal exam
  • Re-registration of exam fees €200 – covered up to 2 times
  • Probation period – 10 months
  • Company Pension Scheme
  • Annual leave – 18 days
  • Company Income Protection scheme
  • Hybrid work model
  • Supportive and collaborative work environment
  • Ongoing training & development, inclusive of educations support
  • Sports and social club

 

Minimum entry level requirements:

  • Be 18 years of age or older.
  • Mature students – if over 23 years there are no minimum educational requirements – documented interview required.
  • FETAC Level 5 qualification holders*
  • Between 18 and under 23 years – Leaving certificate, minimum of 140 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels*

*More information can be viewed on the III website https://www.earnandlearn.ie/

 

Interested applicants should ask themselves the following key questions before applying:

  • Do I meet the minimum entry level requirements?
  • Can I commit to a three-year contract of apprenticeship?
  • Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
  • Can I be diligent and committed to all aspects of work, training, and education?
  • Do I have the ability to communicate effectively both with customers and in a team?
  • Can I take ownership and accountability for my own actions and responsibilities?
  • Can I contribute €600 annually for three years (reduced student registration charge)?

 

Application Process and Timeframes:

  • Application submission with CV to: aine@rockwellfinancial.ie
  • Application submission please submit by: 15/07/2024
  • Planned start date (indicate a range): as soon as possible

To apply for this job email your details to aine@rockwellfinancial.ie.