Financial Services Administrator

GPC Finance; Ashbourne CP; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A dynamic financial planning brokerage is seeking a motivated Financial Services Administrator in Ashbourne. The role involves administering life assurance and pension policies, managing client queries, and ensuring compliance with regulations. Candidates should have at least 2 years’ experience in financial services, strong organizational skills, and proficiency in Microsoft Office. The position offers a competitive salary and a hybrid working model after the onboarding period.

Benefits

Competitive salary

Discretionary annual bonus

Hybrid working model

Generous pension scheme

CPD support

Qualifications

• Minimum requirement is an APA QFA qualification.
• At least 2 years’ experience in the financial services industry.
• Strong knowledge of Irish life assurance, pensions, and investment products.

Responsibilities

• Administer and service life assurance policies.
• Process and manage pension scheme documentation and queries.
• Prepare and review investment portfolio valuations.
• Ensure compliance with regulatory requirements.
• Support sales and advisory teams with client onboarding.
• Manage client queries professionally and efficiently.
• Maintain accurate records and update internal CRM systems.

Skills

Attention to detail

Client service

Organizational skills

Communication skills

Microsoft Office proficiency

Education

APA QFA qualification preferred

Minimum 2 years experience in financial services

Tools

CRM/database systems

Job description

Our client is a dynamic financial planning brokerage Specialising in Pensions, Investments, Protection, and Mortgages. Their growing team includes three principal directors and eight talented professionals, all working from their modern office in Ashbourne.

They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.

Key Responsibilities

• Administration and servicing of life assurance policies
• Processing and managing pension scheme documentation and queries
• Preparing and reviewing investment portfolio valuations
• Ensuring compliance with all regulatory requirements
• Supporting sales and advisory teams with client onboarding and follow-ups
• Managing client queries with professionalism and efficiency
• Maintaining accurate records and updating internal CRM systems

Candidate Requirements

• APA (minimum requirement) QFA qualification preferred.
• Min 2 years’ experience in financial services
• Strong knowledge of Irish life assurance, pension, and investment products
• Exceptional attention to detail and high standards of client service
• Strong organisational and communication skills
• Ability to work well both independently and as part of a collaborative team
• Proficiency in Microsoft Office and familiarity with CRM/database systems

Salary & Benefits

• Competitive salary of €35,000 – €45,000, depending on experience
• Discretionary annual bonus
• Hybrid working model (after onboarding period)
• Generous pension scheme
• CPD support and funding for further professional development
• A supportive and friendly team culture focused on personal and professional growth

If you’re passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Andrew Hendrickx.