Administrative Role in Life Insurance and Pensions
About the job
* Location: Blackrock
* Employment Type: Full-Time
We are a dynamic and fast-growing company in the financial advisory sector, specializing in life insurance, pensions, and mortgages. Our mission is to provide tailored financial solutions to our clients, ensuring their long-term security and peace of mind. As a young company, we offer an innovative work environment with ample opportunities for growth and professional development.
As an organized and proactive Administrator, you will be responsible for supporting our advisors by managing day-to-day administrative tasks related to life insurance, pensions, and mortgage applications. Your attention to detail and ability to manage multiple tasks will be crucial to ensuring the smooth operation of our business.
Key Responsibilities:
1. Process and manage applications for life insurance, pensions, and mortgages.
2. Maintain and update client records with accuracy.
3. Assist in preparing reports and documentation for client meetings.
4. Liaise with financial advisors, clients, and third-party providers to ensure timely processing of applications.
5. Handle general administrative duties, including scheduling appointments, managing correspondence, and filing.
Required Skills and Qualifications:
* Prior experience in an administrative role within the financial services industry for over 5 years, particularly in life insurance, pensions, or mortgages.
* Strong organizational and multitasking skills.
* Excellent communication skills, both written and verbal.
* Proficiency in MS Office (Word, Excel, Outlook).
* Ability to work independently and as part of a team in a fast-paced environment.
* Attention to detail and a high level of accuracy.
* QFA minimum qualification.
What We Offer:
* A competitive salary package.
* The opportunity to grow with the company as we expand.
* A supportive and collaborative work environment.
* Professional development opportunities.