Job Description
Specialist Financial Services Firm Seeks Motivated Financial Administrator
A leading financial services company in Limerick is recruiting a dedicated and organized individual to join their team as a financial administrator. The successful candidate will be responsible for managing new business applications and reviews across various products, including Pensions, Investments, and Life Assurance.
* Managing new business applications and reviews across Pensions, Investments, and Life Assurance.
* Providing administrative support to internal Financial Services Consultants.
* Building strong relationships with clients and delivering excellent customer service over the phone and via email.
* Producing accurate reports, adhering to regulatory requirements, and supporting other ad-hoc projects.
Requirements for this Role
* QFA qualified or currently pursuing (study support provided).
* Relevant experience in a similar Life/Pensions administrative role.
* Proficient in Excel combined with a keen attention to detail and the ability to multitask/prioritize tasks.
* A professional and positive attitude, with a commitment to delivering exceptional customer service.
About Our Company
We are a specialist financial services firm based in Limerick City, committed to providing expert financial solutions to our clients. We offer a competitive salary and a dynamic work environment that encourages growth and development.
Skills Required
* Excel
* QFA Administrator
* Reporting
* Relationship Management