About SYS Financial:
SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients. With a team of over 70 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including Savings and Investments ,Protection, Retirement Planning, Retirement Fund Management, Health Insurance Advisory, Public Sector Advisory, and Mortgages.
We are seeking a highly organised, detail-oriented, and proactive Sales Support Administrator to join our Limerick team. Full training will be provided. This role is ideal for a motivated individual with excellent communication skills who thrives in a fast-paced, deadline-driven environment.
Key Responsibilities:
* Provide exceptional support to our Financial advisors.
* Review all documentation to ensure accuracy and compliance with contractual requirements.
* Assist with insurance and pension administration for an extensive client base.
* Liaise with Life Assurance and Pension companies to manage client cases effectively.
* Manage and maintain client data using our Customer Relationship Management (CRM) system.
* Oversee administration of the new business pipeline and processes.
* Build and maintain strong client relationships.
* Prepare and manage client files and reports with high attention to detail.
* Collaborate closely with financial planners and colleagues to deliver excellent service.
* Ensure compliance with regulatory requirements and internal policies.
* Respond to client and internal queries promptly and professionally.
* Provide general administrative support to ensure smooth team operations.
Our ideal candidate:
* Minimum 2 years' experience in an administrative role, ideally in financial services.
* Excellent organisational skills and strong attention to detail.
* Proficiency in Microsoft Word and Excel.
* Experience with CRM or data management system an advantage.
* Strong verbal and written communication skills.
* Ability to work independently as well as collaboratively within a team.
* A proactive approach, with a willingness to learn and contribute innovative ideas.
* Knowledge of financial services and/or QFA qualification a distinct advantage
Why Join SYS Financial?
* Competitive salary with employer pension contributions.
* Paid educational courses and professional development support.
* Clear career progression and growth opportunities.
* Supportive, team-oriented workplace culture.
* Volunteer days and opportunities to make an impact.
SYS Financial is proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences.
Job Type: Full-time
Pay: €30,000.00-€40,007.94 per year
Benefits:
* Bike to work scheme
* Company events
* Company pension
* Employee assistance program
* Sick pay
Language:
* English (required)
Work authorisation:
* Ireland (required)
Location:
* Limerick, CO. Limerick (required)
Work Location: In person