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.

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