Financial Services Administrator - Dublin 22

Job Overview

On behalf of our client we are recruiting for a Financial Services Administrator to work within their Life & Pension team in an office based role in Dublin 22.

Excellent opportunity to develop knowledge and skills within a large insurance company.

** At least 2 years in a similar support role**

** QFA or progress in QFA exams an advantage & a 3rd Level Business Degree**

Your key responsibilities:

  • Working with a team of sales advisors to provide financial services administration to existing and new clients.

  • Processing and overseeing new business applications for all Life, Protection, Pensions, Investments and Mortgage business. Ensuring accuracy of benefit statements and contract documents.

  • Pipeline management.

  • Managing a portfolio of group risk and pension clients including administration of their annual reviews.

  • Engaging in continuous improvement of the company's services and procedures and complying with regulatory requirements.

  • Client engagement.

  • Appointment setting - setting and managing appointments for our team of advisors. You will have responsibility for contacting clients as part of structured marketing campaigns.

  • Marketing and Data Mining - You will be responsible for data mining campaigns and implementing email marketing campaigns across our life and general insurance client base.

What you will bring to the role:

  • A positive and proactive individual willing to learn.

  • Ability to work on own initiative.

  • Excellent communication skills.

  • Excellent attention to detail.

  • Good problem-solving skills.

  • Knowledge of Group Risk administration would be advantageous.

  • Someone who can provide fantastic service to both our internal advisors and our clients.

  • Confident telephone manner.

  • Proficient in Microsoft packages.

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