We are seeking seeking a Financial Services Administrator for a 6 month contract. True Financial Limited is a leading Financial Services Brokerage, providing solutions for clients Financial needs including Protection, Pensions, Savings & Investments, Mortgages, Personal Financial Planning and Business Financial Planning. We specialise in online, telephone and face to face consultations.

As a Financial Services Administrator you will be a key member of the Financial Services team, providing high standards of service to clients throughout the entire process with the company.

Responsibilities & Attributes

• Managing new business applications in Life Assurance, Pension and Investments and ensuring these are processed in an accurate and timely manner.
• Ensuring effective communication with our Financial Services Advisors and Business Partners.
• Communicating with clients over the phone and email, keeping them updated on the progress of their applications.
• General financial services administration.
• A professional and positive attitude, with a commitment to delivering exceptional customer service.
• Adhering to Company and Central Bank duties and responsibilities
• Proactively monitor and follow up on all new business pipelines with providers. Liaise with the sales team and clients to resolve outstanding requirements promptly.
• File Checking

Requirements:

• Have excellent interpersonal & communication skills.
• Be client and company focused.
• Exceptional accuracy and organizational skills are crucial.
• Have great attention to detail and the ability to multitask and prioritise tasks.
• Be proficient in excel & word.

Benefits:

• Employee Wellness Programme.
• Full training and support program
• Very Competitive Remuneration Package

Job Types: Full-time, Temporary

Pay: €35,000.00 per year

Benefits:

• On-site parking

Experience:

• Financial services: 1 year (preferred)

Work Location: In person