Administrator Letterkenny Office

Due to our continued growth we are looking to expand our Administration Team in our Letterkenny office.

We are looking for a self-starter to work alongside our Financial Advisors on a full time bases.

So, what does this role entail.

• You will develop and maintain relationships with clients and customers by responding to queries in a timely and efficient manner.
• Ensure all client information is up to date on our CRM and other systems
• Ensure all client files are fully compliant both paper and soft copy.
• Prepare paperwork & reports following advisor client meetings.
• Upload client info to the relevant life company and ensure policies are underwritten and issued.
• Manage the return of any paperwork to clients.
• Manage Life Assurance, Pension and Investments pipeline.
• Prepare periodic reports for management as required.
• Provide support to financial advisors.

We are looking for someone that has:

We want you to have some hard skills, but the soft skills are equally as important

Hard Skills

• 1 years’ experience in a similar role within a financial brokerage.
• QFA Qualification, (desirable but not necessary if you have 1 year+ direct experience working with a financial advisor)
• Good knowledge of Life, Investment, Pension & Protection products.
• Working knowledge of Microsoft Office

These are the minimum requirements, please do not submit your CV if you don’t full fill all 4.

Soft skills

• A customer-centric attitude is a must.
• We are looking for someone with an attention to detail is a must.
• Exceptional communication and interpersonal skills with an ability to work effectively on their own and as part of a high-performing team.
• Be self-motivated with the necessary drive, enthusiasm, and commitment to achieve agreed goals
• Flexibility to multi-skill and adapt in a changing environment
• Proactively participate in all team meetings and initiatives.

This is a great opportunity for someone who is looking to develop a career in the Financial Admin Sector.

What you will get in return:

• Excellent remuneration package available, with additional benefits and full training and support.
• Competitive salary based on experience
• Company pension (following successful probation)
• Income protection (following successful probation)
• Death in service benefit (following successful probation)

Please forward your CV to pascal(at)advice first.ie
If you have any questions about this role, please feel free to give Pascal a call.

For a confidential discussion and more information on the role, don’t hesitate to contact Pascal Curran.