FDC Financial Services is a long-established Irish financial planning firm providing personalised, locally delivered financial advice to individuals, families, and businesses.
With over 50 years of experience and a nationwide presence of more than 50 offices, the company focuses on helping clients build secure financial futures through tailored planning, protection solutions, and long-term strategic guidance.
They operate with a client-first, partnership-driven approach, offering professional advice while maintaining strong local relationships.
We are currently recruiting for a full time Business Administrator to join our team in the Limerick office.
The role will involve administration and operational support to a Financial Consultant.
The ideal candidate will be a fast learner, enthusiastic, meticulous and proactive and in turn you will gain an opportunity to join a welcoming and dynamic team within a well-known and unrivalled Financial Services Company where progression, opportunity and professional development is promoted and encouraged.
Responsibilities
Working closely with the Financial Consultant on client file management
End to end Client file and case management
Call handling (inbound and outbound)
Diary, phone and email management
Processing and overseeing new business applications
Ability to service queries on new and existing business
Manage relationships with product providers, underwriters and clients
Ensuring compliance, accuracy, and timeliness in all documentation and processes
Preparation of reports, quotes and file reviews
Effective client data management for all project needs
Maintain up-to-date and accurate customer records and databases
Address additional administrative or clerical duties as they arise
Utilise your knowledge of the local area to enhance customer interactions and support business activities
Key Competencies and Skills required
Previous experience in administrative or similar role within financial services or regulated environment
Demonstrate ability to manage complex tasks with minimal oversight
Strong interpersonal skills, with ability to handle confidential information
A proven team player who can also work autonomously, demonstrating initiative
Proficient in Microsoft 365 suite
Good attention to detail and high levels of accuracy
Ability to multi-task
Excellent organisation skills with the ability to meet deadlines and prioritise workloads
FDC Financial Services Ltd is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.
FDC Financial Services Ltd is regulated by the Central Bank of Ireland.
FDC Benefits
Occupational Pension Scheme
Aviva Care
Death in Service benefit
Generous EAP programme
Income Protection
Bike to work scheme
Employee assistance program
Company events
Additional leave
Schedule: Monday to Friday
Job Type: Full-time, Permanent
Work Location: In person
#J-*****-Ljbffr