Administrator Letterkenny Office
Due to our continued growth we are looking to expand our Administration Team in Letterkenny.
We are looking for s self-starters to work alongside our Financial Advisors.
So, what does this role entail.
- You will develop and maintain relationships with clients and customers by responding to queries in a timely and efficient manner.
- Ensure all client information is up to date on our CRM and other systems
- Ensure all client files are fully compliant both paper and soft copy.
- Prepare paperwork & reports following advisor client meetings.
- Upload client info to the relevant life company and ensure policies are underwritten and issued.
- Manage the return of any paperwork to clients.
- Manage Life Assurance, Pension and Investments pipeline.
- Prepare periodic reports for management as required.
- Provide support to financial advisors.
We are looking for someone that has:
We want you to have some hard skills, but the soft skills are equally as important
Hard Skills
- 1 years’ experience in a similar role within a financial brokerage.
- QFA Qualification
- Good knowledge of Life, Investment, Pension & Protection products.
- Working knowledge of Microsoft Office
These are the minimum requirements, please do not submit your CV if you don’t full fill all 4.
Soft skills
- A customer-centric attitude is a must.
- We are looking for someone with an attention to detail is a must.
- Exceptional communication and interpersonal skills with an ability to work effectively on their own and as part of a high-performing team.
- Be self-motivated with the necessary drive, enthusiasm, and commitment to achieve agreed goals
- Flexibility to multi-skill and adapt in a changing environment
- Proactively participate in all team meetings and initiatives.
This is a great opportunity for someone who is looking to develop a career in the Financial Admin Sector.
What you will get in return:
- Excellent remuneration package available, with additional benefits and full training and support.
- Company pension (following successful probation)
- Income protection (following successful probation)
- Death in service benefit (following successful probation)
Job Type: Full-time
Salary: €26,000.00-€32,000.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Overtime pay
Ability to commute/relocate:
- Letterkenny, CO. Donegal: reliably commute or plan to relocate before starting work (required)
Experience:
- Office or administration: 1 year (required)
- Financial Brokerage: 1 year (required)
Licence/Certification:
- QFA qualification (required)
Work authorisation:
- Ireland (required)
Work Location: In person
Reference ID: Administrator
