Our client, a Cork based Financial Services provider, is looking for an experienced Financial Services Administrator to join their team on a 6-month temporary contract with a view to permanency. As a Financial Services Administrator, you'll play a pivotal role in ensuring their clients receive a high level of service throughout the course of their financial engagement with our client's company. You'll be part of a dynamic team dedicated to processing new business applications efficiently and accurately, while maintaining strong communication with both our advisors and clients.
Key Responsibilities:
- Paraplanning: Preparing financial reports and creating client invoices, providing accurate data and product knowledge to customers, consultants and clients. Liaising with product providers and consultants. FOH services also.
- Application Processing: Manage new business applications for Life Assurance, Pensions, and Investments, ensuring they are processed accurately and within specified timelines.
- Communication: Foster effective communication with our Financial Services Advisors and Business Partners. Maintain regular contact with clients via phone and email, providing timely updates on their application status.
- Administrative Support: Provide general administrative support for the Financial Services team.
- Client Focus: Demonstrate a professional and positive attitude, always striving to deliver exceptional customer service. Adhere to all company policies and regulatory requirements.
Requirements:
- APA/QFA qualification either fully or part qualified essential
- 1-2 years of experience in a similar role within a financial brokerage company.
- Advanced proficiency in Microsoft Office
- Excellent interpersonal and communication skills, both verbal and written.
- A strong client-centric mindset and commitment to delivering exceptional service.
- Meticulous attention to detail and the ability to manage multiple tasks and prioritize effectively.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.