Financial Services Administrator

About Your New Employer

My client is a well-established and trusted financial services firm with a strong reputation for exceeding client expectations in pensions, wealth management, investments, and protection.

The company fosters a professional office environment in Dublin, emphasising teamwork, integrity, and a client-first approach.

Employees benefit from a supportive culture that encourages professional growth, collaboration, and innovation.

About Your New Job

• The Financial Services Administrator will provide vital support to the Financial Services Advisors, ensuring efficient and compliant administration across pensions, investments, protection, and life assurance business.
• Responsibilities include maintaining accurate client records in line with regulatory standards and internal procedures.
• The role requires effective communication with Advisors, clients, and life companies, delivering regular updates and responses to queries via phone and email.
• Duties also involve assisting with client onboarding, policy updates, new business applications, and preparing detailed client reports for the advisory teams.

What Skills You Need

• QFA qualification (required)
• Minimum 2 years' experience in financial services administration, ideally within pensions, investments, or life assurance
• Strong understanding of Irish financial products such as pensions, investments, and life assurance
• Excellent organisational skills, keen attention to detail, and strong communication abilities