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Administrative role in financial advisory

Limerick
beBeeFinancial
Posted: 13 September
Offer description

Experience growth with a leading financial advisory firm as a Financial Services Administrator.

Support our advisors and gain valuable experience in life, pensions and investments. You will be responsible for managing application pipelines, maintaining accurate client records, preparing portfolio updates, and contributing to targeted sales and marketing activities all within a professional environment.


What We're Looking For

* Exceptional written and verbal English communication skills
* Strong relationship-building, negotiation and influencing abilities
* Confident phone manner and client-focused attitude
* Excellent planning, organisation and time-management skills
* High attention to detail with a commitment to compliance
* Proficiency in Microsoft Office and general IT literacy
* Motivation to work towards a professional insurance qualification
* Ability to make real-time decisions and manage your own workload


What You'll Get in Return

* Competitive salary package
* Generous annual leave allowance
* Discounted insurance products
* Structured education and development support
* Collaborative, high-performing team environment
* Central city-centre office location with convenient parking
* Access to a town rich in cultural, social and sporting amenities

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