We are seeking a skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a vital role in supporting the Financial Planning team in their Limerick-based offices.
Key Responsibilities:
* Providing administrative support to financial advisors
* Reviewing all documentation to ensure accuracy and compliance with contractual requirements
* Assisting with pension and insurance administration
* Liaising with Life Assurance and Pension companies to manage client cases
* Managing and maintaining client data using CRM systems
* Preparing and managing client files and reports
* E nsuring compliance with regulatory requirements and internal policies
Requirements:
* A minimum of 2 years of experience in a similar role, preferably within the financial services sector/brokerage
* QFA status or progression towards a relevant qualification is highly desirable
* Experience with CRM or data management systems is also advantageous
* Demonstrate an ability to maintain a high level of accuracy and possess excellent administrative, communicative, and interpersonal skills
* Proficiency in relevant software and tools for policy administration and client management
Benefits:
* Pension fund
* Flexitime
* Paid holidays
* Medical aid/health care