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 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 & pensionadministration 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 finsih Fridays Hybrid Progression