About the Role
This is an exciting opportunity to join a busy and growing Dublin City Centre brokerage, contributing to a specialised team that adds value to clients of the firm.
Key Responsibilities:
* Managing client queries with professionalism
* Providing exceptional administration services to the sales team
* Dealing with a portfolio of well-established clients
* Updating client portfolio valuations accurately
* Processing new business applications efficiently
* Maintaining detailed records on the CRM system
* Ensuring compliance procedures are followed at all times
The Ideal Candidate
* Strong technical knowledge of Pension, Savings, and Investment products
* At least 2+ years of experience in a sales support/life & pension administration role
* Broker experience preferred
* QFA qualification
* Professional approach with good ethics
* Self-motivated and results-driven individual
* Excellent communication and interpersonal skills
* Proficiency in MS Office applications (Outlook, Word, Excel)
Benefits:
* Pension Scheme
* Hybrid Working Arrangements
* Flexi-Time
* Laptop Provided
* Income Protection
* Option of 4-Day Work Week
Requirements:
* Administration Experience
* Life Pensions and Investments Knowledge
* QFA Qualification
* Microsoft Office Proficiency