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Financial services administrator

Cork
beBeeAdministrator
Financial services administrator
Posted: 28 August
Offer description

About This Role:

We are seeking a skilled Financial Services Administrator to manage all new business applications, ensuring accuracy and efficiency. The ideal candidate will have experience in a similar role and be proficient in Microsoft Office Suite.

* Job Responsibilities:
* Manage new business applications from initial sign-up to policy issuance.
* Proactively monitor and follow up on new business pipelines with providers.
* Deliver professional support to clients, handling queries and adjustments related to pensions, protection, and savings products.
* Stay informed about market trends and updates from insurance providers to better assist clients.
* Ensure compliance with Central Bank regulations and internal policies.
* Handle policy holidays, cancellations, and restarts in coordination with life offices and payroll teams.

Requirements:

* Qualified Financial Adviser (QFA) certification is essential.
* Previous experience in a financial services administration role.
* Proficient in Microsoft Office Suite (Outlook, Teams, Word, Excel, DocuSign).
* Familiarity with pension provider systems and platforms is an advantage.

What We Offer:

* A competitive salary starting at €35,000.
* A dynamic work environment with opportunities for growth and development.

Benefits:

* A comprehensive benefits package including health insurance, pension scheme, and annual leave.

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