Operations Specialist | Wealth Management

Operations Specialist | Wealth Management29 June 2026

We are currently working with an established financial advisory firm that are looking to hire an Operations Specialist to join their team in Dublin. This is an excellent opportunity for an organised and detail-orientated professional with experience across client support, compliance, reporting and operational improvement. 

Responsibilities: 

• Prepare new business presentations to a high professional standard within agreed timelines 
• Produce accurate weekly, monthly and periodic reports and audits
• Support ongoing compliance and risk initiatives, including regulatory framework implementation 
• Support the development and updating of internal documentation and procedures
• Assist with business projects and process improvement Initiatives 
• Contribute to internal training, including AML and ethics compliance tracking and delivery 

Requirements: 

• Experience in financial services, compliance, operations or administrative role
• Organised, methodical, and detail-orientated approach 
• QFA or APA qualification 
• Experience working within a Financial Services Brokerage, Wealth Management firm or Financial Planning Practice 
• Exposure to compliance or regulatory frameworks 
• Excellent interpersonal and communication skills 

This is an excellent opportunity for a technical specialist who wants to play a central role in shaping the quality, integrity and technical excellence of a leading financial planning business. 

For more information on this Operations Specialist job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.