Sherry FitzGerald Financial Services is a growing company within the Sherry FitzGerald Group incorporating our Mortgages and Life & Pensions businesses. With over 20 years’ experience in the financial services sector, we give our clients expert financial advice at every stage of their financial journey, from mortgages & insurance to pensions & investments.
Sherry FitzGerald Financial Services are looking to recruit a Financial Services Administrator to join the Financial Services team.
Roles and Responsibilities
* Contribute to the overall Financial Services sales targets and business goals by providing administration support to the Sherry FitzGerald Financial Advisor team.
* Support the Sherry FitzGerald Financial Advisor team at different stages of the mortgage and life assurance sales journeys (pre-approval and post-approval).
* Review client documentation to support Advisors with the preparation of new business applications.
* Responsible for accurate and timely input of mortgage and life insurance applications online – “Right First Time” approach.
* Proactively contact clients, via phone and email, to accelerate their application and ensure they are kept updated on the progress of their application.
* Proactively manage pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure.
* Responsible for ensuring all client communication and application updates are recorded on the CRM system.
* Build strong working relationships with Sherry FitzGerald Financial Advisors and various lenders relationship managers.
* Responsible for ensuring individual compliance with Sherry FitzGerald Group policies and compliance standards.
* Work closely with Administration team and Financial Advisor colleagues to assist in sales process as required; ensuring the clients best interests are at the forefront of all interactions.
* Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge.
Requirements:
* Previous experience in a Broker and/or Financial Services role essential.
* Previous experience in an Administration role.
* Ideally APA’d in Life and Loans or working towards APA/QFA.
* Excellent interpersonal and communication skills, with ability to multitask.
* Accuracy with a strong attention to detail and numeracy skill.
* Proficient in MS office packages; specifically Excel and Word.
* Ability to use discretion and maintain confidentiality at all times.
Sherry FitzGerald is an equal opportunity employer. All job applicants are considered solely on their ability to do the job and selection criteria will firmly reflect the needs of the job.
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