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Ferris Financial Planning

 

Ferris Financial Planning Limited is a Financial Planning Firm and Brokerage, regulated and authorised by the Central Bank of Ireland.


We provide Financial Advice, Future Planning, and Wealth Management to our clients, servicing them through our extensive agency network of providers.

Established by Richard Ferris, a Financial Planning Manager, who previously worked for Ulster Bank in Ireland for over 25 years, providing Pensions, Investments and Insurance advice to customers across a number of branches.

10/06/2025
Part time Permanent
Office Manager - Flexible
Ferris Financial Planning Ferris Financial Planning, Ballinderry, Mullingar, County Westmeath, Ireland
  Ferris Financial Planning provide financial advice and services to our clients, with a strong focus on customer service. Ferris Financial Planning was established in 2023, and we are growing. We’re looking for an organized and personable Office Manager to join our team and help us maintain a smooth and efficient office environment. Key Responsibilities: Manage day-to-day office operations Assist with scheduling, correspondence, and document management Deal with existing clients with queries and providing updates on existing plans Qualifications: Proficiency in Microsoft Word and Excel A good understanding of life cover / pensions / Investments would be an advantage Strong organizational skills Excellent communication and interpersonal abilities QFA certification or willingness to work towards it would be an advantage A understanding of the compliance relating to Financial Services would also be an advantage...