Job Description
About 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 Cork 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.
* 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
Required Skills and Qualifications
* 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
Benefits
* 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.