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Financial services administrator

Fdc Group, Ltd.
Financial services administrator
Posted: 27 June
Offer description

We are currently recruiting for afull time Financial Services Administrator to join our team in ourCork cityoffice.
The role will involve high-level administration and operational support to a Financial Consultant.
We are seeking for a professional with proven experience in financial services or a similar environment.
The ideal candidate will be a fast learner, enthusiastic, meticulous and proactive and in turn you will gain an opportunity to join a welcoming and dynamic team within a well-known and unrivalled Financial Services Company where progression, opportunity and professional development is promoted and encouraged.
A QFA/ APA qualification is highly desirable but not essential, candidate working toward certification or with equivalent experience will also be considered.

Responsibilities: Diary, phone and email managementWorking closely with the Financial Consultant on client file managementEnd to end Client file and case managementProcessing and overseeing new business applicationsAbility to service queries on new and existing businessManage relationships with product providers, underwriters and clientsEnsuring compliance, accuracy, and timeliness in all documentation and processesPreparation of reports, quotes and file reviewsMaintain up-to-date and accurate customer records and databasesAddress additional administrative or clerical duties as they ariseUtilise your knowledge of the local area to enhance customer interactions and support business activitiesContribution to process improvements and office operationsKey Competencies and Skills required: A QFA/ APA qualification is highly desirablePrevious experience in administrative or similar role within financial services or regulated environmentDemonstrate ability to manage complex tasks with minimal oversightStrong interpersonal skills, with ability to handle confident information and sensitive informationA proven team player who can also work autonomously, demonstrating initiativeProficient in Microsoft 365 suiteGood attention to detail and high levels of accuracyAbility to multi-taskExcellent organisation skills with the ability to meet deadlines and prioritise workloadsFDC Financial Services Ltd is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. FDC Financial Services Ltd is regulated by the Central Bank of Ireland. FDC Benefits: Occupational Pension SchemeAviva CareDeath in Service benefitGenerous EAP programmeIncome ProtectionBike to work schemeEmployee assistance programCompany eventsAdditional leaveSchedule:Monday to Friday
Job Type:Full-time, Permanent
Work Location:In person

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