Ollie Moran Financial Services Limited is a Financial Services brokerage established in 2008, based in Castletroy since 2014. We offer a broad range of services to individuals and companies including Financial Planning, Pensions, Savings & Investments, Life Assurance, Mortgage Services, Corporate Services and more.
Due to the successful expansion of our business, we are delighted to announce that we are currently seeking a highly motivated and organised individual for the position of Sales Support.
This role involves the management and development of our existing client database. The successful applicant will play an integral role in supporting our financial planners as they help clients make informed decisions on their personal and corporate finances. This role is best suited to a driven individual who also enjoys working as part of a team.
Minimum Requirements
* Hold the QFA designation (preferably in addition to other recognised industry qualifications)
* Have a minimum of 3 years' experience in the Financial Services industry
* Excellent administrative, communicative (written & oral), and interpersonal skills
* Keen attention to detail, and a proactive willingness to learn
* Proficiency in relevant software and tools for policy administration and client management
Responsibilities
* Providing support to the wider Financial Planning team
* Recording and maintaining client data and records in a prompt and professional manner
* Nurturing relationships with new and existing clients
* Acting as the primary point of contact for clients - answering their queries, and providing ongoing support
* Liaising with different product providers to manage client cases
* Adhering to all industry regulatory requirements and internal procedures on the inception and administration of new and existing business
* General administrative duties and Ad-hoc project work as required
If you have any queries please email info@olliemoranfs.com. Closing date for applications is Friday 7th March.
Seniority Level
Not Applicable
Employment Type
Full-time
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