Financial Services Administrator

Location:

Lucan

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€42,000 - €45,000

Financial Services Administrator
 
Location: Lucan, Co Dublin
Employment Type: Full-Time (Part-Time will be considered)
Structure: Fully office based
Reports To: Senior Financial Advisor

Company Overview:
We are a dynamic and client-focused financial brokerage, dedicated to providing tailored financial solutions across pensions, investments, protection, and wealth planning. As we continue to grow, we are seeking a motivated and detail-oriented Financial Services Administrator to join our team.
 
Role Overview:
The Financial Services Administrator will support the Financial Services function in delivering a high-quality service to clients. This role involves working with the Senior Financial Advisor, preparing documentation, liaising with providers, managing client records, and ensuring compliance with industry regulations.
 
Key Responsibilities:

  • Provide administrative support to the Financial Services function, including preparation of client reports, meeting packs, and documentation.
  • Process applications and paperwork relating to pensions, investments, and protection products on provider systems.
  • Liaise with clients, product providers, underwriters and other stakeholders to obtain necessary information and ensure a smooth application process.
  • Maintain and update client records on the CRM system.
  • Monitor and follow up on all outstanding requirements in a professional manner.
  • Always ensure compliance with internal procedures and regulatory requirements.

Requirements:

  • Minimum of 2 years’ experience in a similar financial services or brokerage administration role.
  • Strong organisational and administrative skills with attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency in spoken and written English essential.
  • Proficient in Microsoft Office and CRM systems (Money Advice system or similar).
  • Ability to work on own initiative and as part of a team.
  • Completed or working towards QFA (Qualified Financial Adviser) qualification, as a minimum.

What We Offer:

  • A supportive and collaborative work environment.
  • Ongoing professional development and training.
  • Financial assistance with ongoing studies and exams.
  • Competitive salary commensurate with experience.
  • Excellent contributory pension.
  • Death in service benefits
  • Permanent health insurance.

HOLLY RAILES

Associate Director

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