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Financial services administrator

bonkers
Financial services administrator
Posted: 17 October
Offer description

About UsBonkers-.ie was founded in 2010 and has grown to become Irelands leading comparison and switching website and every year we help tens of thousands of happy customers to switch and save money on their household bills.We now make it quick and easy to switch and save across a range of broadband, energy, banking and insurance providers and our service offering continues to grow each year. We are currently seeking a Financial Services Administratorto join our team.The Role: Financial Services AdministratorTo provide comprehensive administrative support to mortgage and protection advisers, ensuring the smooth processing of mortgage and life insurance applications, maintaining compliance with regulatory requirements, and delivering excellent customer service throughout the client journey.This is an excellent entry-level path to a career in Financial well support you in progressing to the industry-recognised QFA qualification, and ambitious candidates can expect to progress to a Protection or Mortgage Advisor role within the team.Manage the end-to-end administration of mortgage and protection (life insurance) applicationsLiaise with clients, lenders, insurers, and solicitors to gather required documentation and updatesAccurately input client data into CRM and provider systemsTrack and manage application progress, chasing outstanding requirements to ensure timely completionsAssist advisors with daily appointmentsEnsure compliance with GDPR and internal processesMaintain accurate and up-to-date records of pipeline/salesSupport advisers in meeting service-level agreements (SLAs) and client expectationsCommunicate professionally with clients via email, phone, and written correspondenceContribute to the continuous improvement of admin processes and client service deliveryThe CandidateAPA qualified or working towards the sameMinimum 1 year of experience in Financial Services administrationBroker experience is an advantageStrong communication & interpersonal skillsAbility to work on own initiative and as part of a teamGood work ethic and confident approach to daily dutiesTarget-driven with an excellent track recordSalary: €32k (negotiable)Rewards And BenefitsDefined contribution (DC) pension scheme (up to 5% company contribution)Remote working - Up to two days WFH per week22 days annual leaveTax-Free Voucher Each ChristmasQuarterly staff parties and eventsFresh fruit every TuesdayPizza every second Wednesday

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