Financial Services Advisor
Location: County Mayo
Job Type: Full-Time | Permanent | Office-Based
About the Role
We are currently recruiting for a Financial Services Administrator to join a busy Financial Services team in Co. Mayo. This is an ideal opportunity for someone with administration experience who is looking to grow their career in the financial services sector while supporting a team of experienced Financial Advisors.
Key Responsibilities
* • Process new business applications for pensions, investments, and protection products
* • Liaise directly with insurers to ensure applications are completed accurately and on time
* • Communicate with clients via phone and email to provide updates on their applications
* • Prepare and send client correspondence, including policy documents at new business and renewal stages
* • Handle ongoing servicing of clients in a timely and customer-focused manner
* • Assist in preparing regular policy reviews
* • Generate risk assessments and produce statements of suitability and client reports
* • Collaborate with internal teams to support customer success and business growth
* • Ensure compliance with regulatory standards, including Fitness & Probity
Candidate Profile
* • Previous experience in an administration or support role is essential
* • Experience in financial brokerage or with life, pension, or investment products is a plus
* • QFA qualified or working towards qualification (an advantage, not essential)
* • Excellent communication and interpersonal skills
* • Professional, courteous, and problem-solving mindset
* • Familiarity with the Consumer Protection Code 2012
* • Comfortable using insurer platforms, CRM systems, and financial software tools
What’s on Offer
* • A permanent role in a reputable financial services environment
* • The opportunity to gain experience in pensions, protection, and investments
* • Supportive team culture and professional development opportunities
* • A stable role based in Co. Mayo with growth potential in the financial services industry
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