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.
We are proud of the culture we've built—one that values professionalism, teamwork, and real client impact. If you want to be part of a forward-thinking, client-first financial firm, we invite you to get in touch, by sending your CV to:
Job Summary
We are looking for an experienced
Financial Services Administrator
to join our Dublin-based team at
Mount Street Group
,
Sandymount
. This role suits someone with strong pension, life assurance, and financial services administration experience who enjoys supporting advisors, working closely with clients and providers, and managing detailed processes with consistency and accuracy. You will play an important role in ensuring smooth workflows across pension and protection business while contributing to an efficient and professional client service experience.
Summary of Responsibilities
* Act as a key point of contact for providers, clients, and advisors, ensuring all administrative requirements are completed accurately and within required timeframes.
* Manage and maintain client records, supporting the administration of individual and group pension and life assurance policies.
* Assist with annual reviews, renewal processes, policy updates, and preparation of client reports.
* Provide administrative and technical support to advisors, including document preparation, data gathering, and policy tracking.
* Ensure compliance with internal procedures and regulatory obligations across all administrative workflows.
Key Skills Required
* QFA qualification (required).
* Minimum 3 years' experience in a pensions, life assurance, or financial services administration role.
* Strong accuracy, organisational capability, and consistency in managing administrative tasks.
* Proficiency with CRM systems, provider platforms, and MS Excel; strong document management skills.
* Clear and professional communication style, with the ability to work effectively within a team and handle multiple priorities.
* Extensive understanding of Irish pension structures, life products, and related regulatory requirements.
What We Offer
* Competitive salary aligned with experience and industry standards.
* 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.
Gallivan Financial
is an Equal Opportunity Employer committed to an inclusive workplace that values diverse perspectives and experiences. We do not discriminate based on gender, family or marital status, sexual orientation, race, religion, age, disability, or membership of the Traveller community. We promote dignity, respect, and a work environment free from discrimination, harassment, and victimisation.
Gallivan Financial
is committed to ensuring an inclusive recruitment process. We will provide reasonable accommodations to enable candidates with disabilities to participate fully in the application and interview process. Please let us know if you require any support.