Financial Services Support Role
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This is an exciting opportunity to join a leading financial advisory firm as a Financial Services Administrator in Limerick City.
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About the Role
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As a Financial Services Administrator, you will provide vital support to our advisors and gain hands-on experience in life, pensions and investments.
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You will manage application pipelines, maintain accurate client records, prepare portfolio updates, and contribute to targeted sales and marketing activities, all within a discreet and professional environment.
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Key Responsibilities
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1. Manage application pipelines and maintain accurate client records.
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2. Prepare portfolio updates and contribute to targeted sales and marketing activities.
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Requirements
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3. Exceptional written and verbal English communication skills.
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4. Strong relationship-building, negotiation, and influencing abilities.
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5. Confident phone manner and client-focused attitude.
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6. Excellent planning, organisation, and time-management skills.
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7. High attention to detail with a commitment to compliance.
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8. Proficiency in Microsoft Office and general IT literacy.
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9. Motivation to work towards a professional insurance qualification.
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10. Ability to make real-time decisions and manage your own workload.
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What You'll Get in Return
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11. Competitive salary package.
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12. Generous annual leave allowance.
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13. Discounted insurance products.
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14. Structured education and development support.
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15. Collaborative, high-performing team environment.
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16. Central city-centre office location with convenient parking.
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17. Access to a town rich in cultural, social, and sporting amenities.