***Position Filled Now – Thank you for considering Advice First***

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 would be an advantage but not essential as full training will be provided.
  • QFA Qualification
  • Good knowledge of Life, Investment, Pension & Protection products would be an advantage.
  • Working knowledge of Microsoft Office

Soft skills

  • A customer-centric attitude is a must.
  • The devil is in the details so 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)advicefirst.ie, with a cover note detailing why you think you are fit for the role.
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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If you have questions or want to join our Financial Advice Admin Team Letterkenny, call 074 9103938 or email now.