Thanks for your interest in working with us. Currently we are not recruiting for this role.
Administrator Letterkenny Office
Due to our continued growth, we are looking to expand our Administration Team. Based in our Letterkenny office, with the option to work fully remote after completing initial training.
So, What Does This Role Entail.
* You will develop and maintain relationships with clients and customers by responding to queries in a timely and efficient manner.
* Ensure all client information is up to date on our CRM and other systems.
* Ensure all client files are fully compliant both paper and soft copy.
* Prepare paperwork & reports following advisor client meetings.
* Upload client info to the relevant life company and ensure policies are underwritten and issued.
* Manage the return of any paperwork to clients.
* Manage Life Assurance, Pension and Investments pipeline.
* Prepare periodic reports for management as required.
* Provide support to financial advisors.
Hard Skills
* Minimum 1 year's experience in a similar role, within a financial brokerage, in Ireland.
* QFA Qualification, preferable but not essential as can work towards this.
* Good knowledge of Life, Investment, Pension & Protection products.
* Working knowledge of Microsoft Office.
Soft Skills
* A customer‑centric attitude is a must.
* Attention to detail is a must.
* Exceptional communication and interpersonal skills with an ability to work effectively on their own and as part of a high‑performing team.
* Be self‑motivated with the necessary drive, enthusiasm, and commitment to achieve agreed goals.
* Flexibility to multi‑skill and adapt in a changing environment.
* Proactively participate in all team meetings and initiatives.
What You Will Get In Return
* Excellent remuneration package available.
* Competitive salary based on experience.
Flexible Work Arrangement
* Based in our Letterkenny office, with the option to work fully remote after completing initial training.
* Company pension.
* Income protection.
* Death in service benefit.
Please forward your CV to pascal(at)advicefirst.ie, with a cover note detailing why you think you are fit for the role.
For a confidential discussion and more information on the role, don't hesitate to contact Pascal Curran.
Advice First Financial is an equal opportunities employer.
Financial Services firms in Ireland are regulated by the Central Bank.
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