![Mercer](https://media.trabajo.org/img/noimg.jpg)
Consulting & Financial Planning Support
2 semanas atrás
**Consulting & Financial Planning Assistant, Private Wealth Team - Irish market**
**What can you expect?**
- As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to co-ordinate and deliver on all aspects of servicing for our individual clients;
- As a consulting analyst, you will work as part of a team supporting consultants in all aspects of pensions consulting and actuarial work on both corporate and trustee clients;
- You will work directly with Ireland-based consultants and support teams in Portugal and Ireland to coordinate and manage the delivery of services to our clients.
**What's in it for you?**
- Be part of a multinational organization where you'll be able to learn, grow and develop your career;
- Join a dynamic and challenging business environment;
- Training will be provide;
- Flexible work environment;
- Generous benefits package, including pensions plan, health and life insurance;
- 6 months working at the office and then hybrid work (2 days of working from home per week).
**We will count on you to**:
- Provide a full range of support and services to clients to the Private Wealth team;
- Providing support to team in processing new and existing business in a compliant manner;
- Drafting of client reports & collating valuations in line with peer review process;
- Assisting with pipeline reporting via online websites & CRM system;
- Daily Scanning/Filling and indexing of documentation to our CRM system;
- Dealing with all queries & tasks allocated;
- Dealing with all 3rd parties & insurance companies;
- Ongoing update & maintenance of clients details in line with procedures & systems in place;
- Processing claims - retirement/death/disability;
- Adhere to company policies, procedures, controls to ensure deliverance of excellent service;
- Support the Team Leader and Division Manager with ongoing and future projects;
- Ensuring our CRM database is maintained in line with procedures;
- Other ad-hoc duties and assistance with projects as and when required.
**What you need to have**:
- Excellent written and spoken English communication skills (mandatory);
- Minimum 1 years industry experience in a similar role;
- Excellent planning and organizational skills in order to prioritise and effectively manage a wide variety of ongoing tasks;
- Proven team player with a flexible attitude towards work;
- Proven ability to deliver excellent client service and satisfaction;
- Advanced Microsoft Office skills;
- Good attention to detail is critical;
- Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity._
**Welcome to Brighter
-
Consulting & Financial Planning Support
Há 5 dias
Lisboa, Lisboa, Portugal Mercer Tempo inteiroConsulting & Financial Planning Assistant, Private Wealth Team - Irish marketWhat can you expect? As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to coordinate and deliver on all aspects of servicing for our individual clients; As a consulting analyst, you will work as part of a team...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal EDP PT Tempo inteiroEDP is a global energy company that leads based on the values of Innovation, Sustainability and Humanization. Using the technology of the future we create solutions highly focused on the needs of our people and our customers, never neglecting our role and contribution to society.The P&C Global Unit of EDP Group is recruiting an experienced FP&A Specialist to...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal OLX Tempo inteiroOLX Group is a leading online marketplace in Europe, Central Asia, and South Africa, and a company that combines the agility of a startup with the scale and resources of a global enterprise. Backed by Prosus, one of the largest consumer internet groups in the world, OLX is dedicated to fostering a culture where innovation is encouraged, and excellence is...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiroFinancial Planning & Analysis ManagerLisboaLisboa, Lisboa, Portugalcol-wideJob Description:Financial Planning & Analysis ManagerLisbon, PortugalOLX – Finance /Full-time /HybridWELCOME TO OLXAt OLX, we work together to build a more sustainable world through trade. We make it safe, smart, and convenient to buy and sell cars, find housing, get jobs, buy and...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal OLX Tempo inteiroFinancial Planning & Analysis ManagerLisboa Lisbon, Lisbon, Portugal Financial Planning & Analysis Manager Lisbon, Portugal Financial Planning & Analysis ManagerLisboa Lisbon, Lisbon, Portugal Financial Planning & Analysis Manager Lisbon, PortugalOLX – Finance /Full-time /Hybrid WELCOME TO OLX At OLX, we work together to build a more sustainable world...
-
Senior Financial Planning Analyst
2 semanas atrás
Lisboa, Portugal Pacifica Continental Tempo inteiroOur client is a market Investment Bank leader in Brazil and the largest private bank in Latin America. With more than 25 years of experience managing wealth, The Bank has a global service platform and experts dedicated to understanding our clients’ references, priorities, challenges and horizons. They are seeking an Senior Financial Planning Analyst, to...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal Zerog - Ai In Aviation Tempo inteiroWELCOME TO OLX At OLX, we work together to build a more sustainable world through trade.We make it safe, smart, and convenient to buy and sell cars, find housing, get jobs, buy and sell household goods, and more. Our colleagues around the world help to serve millions of people around the world every month, through its well-loved consumer brands including...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiroFinancial Planning & Analysis ManagerLisboa Lisboa, Lisboa, Portugal col-wideJob Description:Financial Planning & Analysis ManagerLisbon, PortugalOLX – Finance /Full-time /HybridWELCOME TO OLXAt OLX, we work together to build a more sustainable world through trade. We make it safe, smart, and convenient to buy and sell cars, find housing, get jobs, buy and...
-
Financial Planning
2 meses atrás
Lisboa, Portugal EDP PT Tempo inteiro**EDP** is a global energy company that leads based on the values of Innovation, Sustainability and Humanization. Using the technology of the future we create solutions highly focused on the needs of our people and our customers, never neglecting our role and contribution to society. The **P&C Global Unit of EDP Group** is recruiting an experienced **FP&A...
-
Financial Planning
Há 9 horas
Lisboa, Portugal EDP PT Tempo inteiro**EDP** is a global energy company that leads based on the values of Innovation, Sustainability and Humanization. Using the technology of the future we create solutions highly focused on the needs of our people and our customers, never neglecting our role and contribution to society. The **P&C Global Unit of EDP Group** is recruiting an experienced **FP&A...
-
Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal MSD Tempo inteiroThe Financial Planning & Analysis Manager (Portugal - Human Health), will be responsible for managing and overseeing all local planning, forecasting & reporting activities and will provide finance business support to the local organization. In this role you will report to the Finance Director (Portugal) and will work closely with our Leadership team as well...
-
Financial Planning
4 semanas atrás
Lisboa, Portugal OLX Tempo inteiroOLX Group is a leading online marketplace in Europe, Central Asia, and South Africa, and a company that combines the agility of a startup with the scale and resources of a global enterprise. Backed by Prosus, one of the largest consumer internet groups in the world, OLX is dedicated to fostering a culture where innovation is encouraged, and excellence is...
-
Financial Planning
3 semanas atrás
Lisboa, Portugal OLX Tempo inteiroOLX Group is a leading online marketplace in Europe, Central Asia, and South Africa, and a company that combines the agility of a startup with the scale and resources of a global enterprise. Backed by Prosus, one of the largest consumer internet groups in the world, OLX is dedicated to fostering a culture where innovation is encouraged, and excellence is...
-
Senior Financial Planning Analyst
Há 5 dias
Lisboa, Lisboa, Portugal FED Finance PT Tempo inteiroA Fed Finance, empresa de recrutamento especializado na área da contabilidade e finanças empresariais, encontra-se em processo de recrutamento de um Senior Financial Planning Analyst M/F, para um cliente na area da Banca situada no centro de Lisboa. É uma posição de Business Partner num contexto internacionalA SUA POSIÇÃO:Member of a team of 4 people,...
-
Financial Planning
3 semanas atrás
Lisboa, Portugal MSD Tempo inteiroThe **Financial Planning & Analysis Manager** (Portugal - Human Health), will be responsible for managing and overseeing all local planning, forecasting & reporting activities and will provide finance business support to the local organization. In this role you will report to the Finance Director (Portugal) and will work closely with our Leadership team as...
-
Financial Planning
3 semanas atrás
Lisboa, Portugal MSD Tempo inteiroThe **Financial Planning & Analysis Manager** (Portugal - Human Health), will be responsible for managing and overseeing all local planning, forecasting & reporting activities and will provide finance business support to the local organization. In this role you will report to the Finance Director (Portugal) and will work closely with our Leadership team as...
-
Senior Financial Planning Analyst
2 meses atrás
Lisboa, Portugal FED Finance PT Tempo inteiro**A Fed Finance, empresa de recrutamento especializado na área da contabilidade e finanças empresariais, encontra-se em processo de recrutamento de um Senior Financial Planning Analyst M/F, para um cliente na area da Banca situada no centro de Lisboa. É uma posição de Business Partner num contexto internacional** **A SUA POSIÇÃO**: Member of a team of...
-
Financial Planning
2 semanas atrás
Lisboa, Portugal Buscojobs PT C2 Tempo inteiroWELCOME TO OLX At OLX, we work together to build a more sustainable world through trade . We make it safe, smart, and convenient to buy and sell cars, find housing, get jobs, buy and sell household goods, and more. Our colleagues around the world help to serve millions of people around the world every month, through its well-loved consumer brands including...
-
Financial Planning
2 semanas atrás
Lisboa, Portugal Zerog - Ai In Aviation Tempo inteiroWELCOME TO OLX At OLX, we work together to build a more sustainable world through trade. We make it safe, smart, and convenient to buy and sell cars, find housing, get jobs, buy and sell household goods, and more. Our colleagues around the world help to serve millions of people around the world every month, through its well-loved consumer brands including...
-
Senior Specialist, Financial Planning
Há 5 dias
Lisboa, Lisboa, Portugal Organon Tempo inteiroSenior Specialist, Financial Planning & AnalysisThis role would be based in Portugal (Lisbon) or in the US (PA or NJ)Purpose of the roleThe Business Technology (BT) Finance Planning and Analysis Senior Specialist is responsible for the preparation of financial summary reports and executive summaries on key financial indicators such as operations performance,...