Financial Administrator

Location:

Westmeath

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€35000 - €40000

360 Search are working with an established and growing Life, Pensions and Investment brokerage based in the Midlands. They are currently recruiting for a Financial Administrator to join the team.
 
This position will suit an ambitious, positive and career-driven Administrator who can work closely in a team and wants to commit to growing within this industry and company.
 
This role provides an ideal opportunity to develop a successful career in the Financial Industry in a quiet but busy office.
 
This role has potential to be part time depending on the successful candidate’s needs. Hybrid working will be offered after the initial probation period.
 
The Role:

  • Provide Administration Support to a team of Financial Advisors.
  • Processing and inputting of New Business with Insurance Companies and other Providers.
  • Upload Applications onto CRM Database system.
  • Management of existing Client Database.
  • Dealing with Client Queries.
  • Liaising with Product Providers daily in relation to client’s policies.
  • Managing the Sales Pipeline.
  • General administration duties.
  • Manage incoming phone calls and emails.

The candidate will have:

  • Previous experience working in an administrative role, preferably in the Life and Pensions industry.
  • The ideal candidate will be QFA qualified or working towards this.
  • The ability to meet deadlines in a fast moving and demanding environment.
  • Work well under pressure, with strong attention to detail and be good at multi-tasking.
  • Answer all incoming calls in a professional and timely manner.
  • Computer literate with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems.
  • Excellent Communications and Customer Service Skills.
  • Customer focused and driven.
  • Team player with excellent attention to details and an ability to work on own initiative.

HANNAH DUNN

Recruitment Resourcer

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