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Employer Matrix Recruitment
Job Title Financial Planning Administrator
Description

What you need to know

You will work as a Financial Planning Support team member for our client, a large Corporate Broker in Cork.

The person will deal with client queries and provide assistant to the team regarding Life/ Pensions/ Investments products.

Applicants must have anQFAas a minimum qualification, and have relevant Broking experience.

This is a permanent job.

Your new job

Key duties & responsibilities:

  • Supporting the financial planning team in delivering a high quality and effective service to our clients.
  • Handling a wide variety of queries from clients
  • Dealing with standard administration requests within agreed service turn around times.
  • Providing customer service and sales support.
  • Assisting in achieving the overall objectives of the business
  • Assisting with key tasks to ensure smooth running of admin area.
  • Liaising with life companies, Broker Consultants and Broker Services.
  • Tasks or projects given on an ad hoc basis by Financial Services Administration Manager.
What are we looking for?

Required:

  • QFA qualified or progress in QFA examinations and participating in CPD.
  • At least two years relevant experience
  • Good accuracy and attention to detail
  • Strong administration and compliance background
  • Motivated, self starter will work on own initiative and appreciative of the regulatory nature of the business.
  • Experience in Money Advice an advantage, but not essential as full training will be given.
  • Flexibility in working hours to meet tight deadlines.
  • Proficient in Word and Excel.
Apply for this job now or get in touch with Sarah Meagher on 051 353825.

Matrix Recruitment Group is committed to providing a professional service where all CV’s are kept confidential and will not be submitted to any clients without candidate’s knowledge or consent.

This job originally appeared on RecruitIreland.com
Location Dublin, Cork
Date Added 69 days ago
Apply Link
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