About Gallivan Financial
At Gallivan Financial, we pride ourselves on exceeding expectations, whether we're helping a family plan for the future or guiding a business through complex financial landscapes.
By always aiming for the highest standards and drawing on our extensive experience in the financial services sector, we ensure best practices and real results for our clients—every time.
Job Summary
We are looking for an experienced
Financial Services Administrator
to join the Dublin-based team at
Doyle Pensions & Insurance Management Ltd, Ballsbridge
.
This role supports our Financial Services Advisors and plays an important part in the efficient administration of pension, investment, protection and life assurance business.
The role is ideally suited to someone with experience in a brokerage or wider financial services environment, who can work with a high level of accuracy, organisation, and autonomy, while delivering a high standard of client service.
Responsibilities
Maintaining accurate client records and documentation in line with internal procedures and Central Bank regulatory requirements.
Ensuring effective communication with Financial Advisors, clients, and life companies to support efficient case progression.
Communicating with clients by phone and email, providing updates on application progress and responding to routine queries.
Assisting with ongoing client support and engagement activities, including new business applications, policy updates, follow-ups, and review-related administration as required.
Providing general financial services administration support to the Client Support & Client Advisory teams.
Adhering to Central Bank requirements and supporting Financial Services Advisors with ad hoc administrative duties as needed.
The Ideal Candidate
QFA qualified
(required)
Minimum 2 years' experience in a financial services administration role, within the pensions, investments, or life assurance industry.
Strong attention to detail and accuracy.
Excellent verbal and written communication skills.
Flexible and well-organised, with the ability to manage and prioritise tasks independently and use own initiative.
Proficient in MS Office and comfortable working with IT systems.
Strong understanding of Irish pensions, investments, and life assurance products.
Experience working with life company / provider platforms (e.g. Irish Life, Zurich, Aviva), including submitting and tracking client business.
What We Offer
Competitive salary aligned with experience and industry standards.
Competitive pension scheme with employer contributions
A supportive, professional work environment with a focus on collaboration and service quality.
Ongoing training, continued professional development, and opportunities for long-term career progression within the firm.
Equal Opportunity Statement
Gallivan Financial is an Equal Opportunity Employer committed to an inclusive workplace that values diverse perspectives and experiences.
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