Summary:
We are seeking an experienced Administrator ideally from a financial services background to work within our Operations team. The role will deal with all aspects of managing new business applications for life, protection, pensions, savings & investment policies from initial application to policy issue. You will provide support to our team of Financial Advisors and work closely with our clients. The ideal candidate will have a strong administration/operational background with excellent attention to detail & communication skills as well as a passion for delivering amazing customer service.
The Role:
* Process new business applications for Protection, Pension, Savings & Investments products across multiple providers such as Aviva, New Ireland, Royal London & Zurich.
* Pipeline management using our workflow system to manage cases to policy issue.
* Work closely with Financial advisors in relation to progressing applications.
* Communicate with clients by phone / email to request information and provide updates on the progress of their application.
* Generate & issue client correspondence such as policy documentation.
* Fully comply with all relevant regulatory requirements.
* Ability to work on own initiative.
The Person
* Background in Financial Services (Banking or Life Insurance)
* Excellent administration skills
* Highly organised with a strong attention to detail
* Excellent communicator and ability to work independently and as a team member
* Ideally fully QFA qualified or at a minimum partly QFA qualified
* Demonstrated problem solver, ability to deal with client issues/problems in a polite and professional manner
* Professional and client-oriented approach
* Flexible approach to work and ability to work in a dynamic and fast paced environment
* Proficient in the use of Microsoft Outlook, Word & Excel
Job Types: Full-time, Permanent
Pay: €30,000.00-€36,000.00 per year
Benefits:
* Company events
* Company pension
* Sick pay
* Work from home
Ability to commute/relocate:
* Stillorgan, County Dublin: reliably commute or plan to relocate before starting work (required)
Application question(s):
* What is your salary expectation
* What is your notice period / availability
* Are you APA or QFA qualified and if so provide details of qualification
Experience:
* financial services: 1 year (preferred)
Work authorisation:
* Ireland (required)
Work Location: Hybrid remote in Stillorgan, County Dublin
Reference ID: BA-PPSI-001