Financial Administrator Job Description
Job Summary:
We are seeking a motivated financial administrator to join our growing team in Limerick. As a key member of our team, you will be responsible for managing new business applications and reviews across Pensions, Investments, and Life Assurance.
Key Responsibilities:
* Managing new business applications and reviews across Pensions, Investments, and Life Assurance
* Providing administrative support to internal Financial Services Consultants
* Building strong relationships with clients and delivering excellent customer service over the phone and via email
* Producing accurate reports, adhering to regulatory requirements, and supporting across other ad hoc projects
Requirements:
* QFA qualification or currently pursuing (study support provided)
* Relevant experience in a similar Life/Pensions administrative role
* Proficient in Excel combined with a keen attention to detail and ability to multitask/prioritise tasks
* Professional and positive attitude, with a commitment to delivering exceptional customer service
About Our Firm
We are a specialist financial services firm based in Limerick City, committed to delivering exceptional customer service and providing opportunities for career growth.
What We Offer:
* Competitive salary