We are seeking a skilled Financial Services Coordinator to join our team.
Job Description
The role of the Financial Services Coordinator is to provide administrative support to our financial advisors. This includes processing new business applications, managing compliance administration, and liaising with providers and customers to progress applications and resolve queries.
Key Responsibilities:
* Processing new business applications
* Compliance administration
* Liaising with providers and customers
* Arranging advisor appointments
* Preparing client packs
* Managing the client review process
* Updating CRM system with accurate and timely information
Required Skills and Qualifications
To be successful in this role, you will need:
* QFA certification or working towards
* At least 2 years experience working within a brokerage or pension/investment provider
* Excellent communication skills
Benefits
We offer a competitive salary of €40-€45K depending on experience, as well as:
* Pension contribution
* Generous annual leave
* Onsite parking
Other Information
We are an equal opportunities employer and welcome applications from all qualified candidates. If you have a disability that requires assistance at any stage of the recruitment process, please contact us directly to discuss.