This is an exciting opportunity to join a busy and growing Dublin City Centre brokerage and be part of a specialised team adding value to clients of the firm.
Key Responsibilities:
* Managing client queries
* Providing excellent administration services to the sales team
* Dealing with a portfolio of well-established clients
* Updating client portfolio valuations
* Processing new business applications
* Keeping detailed records on the CRM
* Ensuring compliance procedures are followed
The Candidate:
* Good technical knowledge of Pension, Savings, and Investment products
* At least 2+ years in a sales support / life & pension administration role
* Broker experience is preferred
* QFA Qualified or working towards
* Professional approach
* Good ethics
* Self-motivated
* Excellent communication and interpersonal skills
* Proficiency in MS Office applications - Outlook, Word, Excel
Skills:
* APA
* QFA
* Administration
* Interpersonal Skills
Benefits:
* Work From Home
* Early finish Fridays
* Hybrid
* Progression
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