Administrator Finance

Collins McNicholas; Sligo; Presencial; EUR 35.000 - 42.000; Jornada completa

Descripción de la vacante

Collins McNicholas Group is seeking an organised Finance Administrator in Sligo. The role supports financial advisers and ensures client business is processed accurately and timely. Regular contact with clients and providers, plus strong attention to detail, is essential.

Desirable experience in financial services; training will be provided for the right candidate. The position is permanent and onsite in Sligo, with opportunity to grow within a professional-services environment.

Formación

• Experience in financial services preferred, not required
• Strong organisational and time management skills
• Comfortable handling confidential information with discretion

Responsabilidades

• Maintain accurate client records and documentation.
• Prepare materials for client meetings and reviews.
• Process pension, investment, savings and protection applications.
• Support advisers before and after client meetings and track outstanding actions.

Conocimientos

Organised

Attention to detail

Numerical

Computer literacy

Communication (phone & email)

Educación

QFA qualification

Herramientas

Microsoft Outlook

Microsoft Word

Excel

Descripción del empleo

Administrator (Finance) - Permanent - Sligo onsite

Our client is seeking an organised, reliable and professional Back Office Support Administrator to join their financial services practice in Sligo.

The successful candidate will provide day-to-day administrative support to their financial advisers and will play an important role in ensuring that client business is processed accurately, efficiently and in a timely manner.

The role will involve regular contact with clients, insurance and investment companies and other financial institutions. It would suit someone who is highly organised, comfortable working with figures and documentation, and takes pride in accuracy and following tasks through to completion.

Previous experience in financial services would be an advantage, but we would also consider candidates with strong administration, accounts, banking, insurance or professional-services experience.

Key Responsibilities

Client Administration

• Maintain accurate and up-to-date client records.
• Prepare documentation for client meetings and reviews.
• Process new pension, investment, savings and protection applications.
• Process policy amendments, pension contributions, withdrawals, transfers and other client requests.
• Obtain valuations, policy information and supporting documentation from product providers.
• Monitor outstanding requirements and follow up with clients and providers.
• Ensure completed business is progressed through to issue and completion.
• Maintain electronic client files and ensure documentation is correctly recorded.

Adviser Support

• Provide administrative support to Financial Advisers before and after client meetings.
• Prepare client review packs, valuations and supporting information.
• Assist with gathering information required for financial reviews and recommendations.
• Liaise with product providers regarding quotations, applications and existing policies.
• Track new business and outstanding cases.
• Assist advisers in managing client follow-ups and outstanding actions.

Compliance & Record Keeping

• Assist in maintaining accurate client and compliance records.
• Ensure required documentation is received and correctly filed.
• Follow internal procedures for client identification, data protection and record keeping.
• Help ensure client files are complete and appropriately documented.
• Identify missing information or documentation and bring it to the attention of the adviser.

Office & Business Support

• Deal professionally with incoming telephone calls and emails.
• Maintain diaries, appointments and follow-up tasks where required.
• Scan, upload and maintain electronic documentation.
• Assist with general office administration.
• Support the wider team during busy periods and staff absences.

The Person We Are Looking For

• Highly organised with strong attention to detail.
• Accurate and comfortable working with figures.
• Able to manage a number of different tasks and deadlines simultaneously.
• Confident using computers and office systems.
• Comfortable communicating with clients by telephone and email.
• Professional and discreet when dealing with confidential client information.
• Reliable and able to work on their own initiative.
• Willing to learn and take responsibility for seeing tasks through to completion.
• Comfortable working as part of a small team where responsibilities can be varied.

Experience & Qualifications

Desirable

• Previous experience in financial services, pensions, insurance, banking or investments.
• Experience dealing with life assurance or pension companies.
• Experience working in a regulated or professional-services environment.
• Good working knowledge of Microsoft Outlook, Word and Excel.
• Experience using a CRM or client-management system.
• QFA qualification or progress towards QFA.

However...

Financial services experience is preferable.

Training will be provided for the right candidate.