Business Administrator (Part- Time)

Infinity Financial Planning Ltd; Cork; Hybrid; EUR 2,066,000 - 3,031,000; Part time

Job summary

Infinity Financial Planning Ltd in Cork is seeking a Part-time Business Administrator to support our team at Phoenix House, Monahan Road. The role requires a minimum of 20 hours per week and offers a competitive package for the right candidate.

You will handle new business processing, manage pipelines, liaise with insurers and investment companies, and prepare policy schedule reports. Strong MS Office skills and accuracy are essential; financial services experience is advantageous.

Qualifications

• Experience in financial services and relevant qualifications would be an advantage.
• High level of accuracy and attention to detail required.
• Strong MS Office skills including Excel, Word and PowerPoint.

Responsibilities

• Process new business from inception to completion.
• Manage business pipelines using the latest CRM system.
• Liaise with insurance and investment companies for pipelines.
• Prepare policy schedule reports for reviews and meetings.
• Monitor compliance documents required for transactions.
• Compile documents for client planning meetings.

Skills

Attention to detail

Communication skills

Organization

Customer service

Tools

MS Office

Excel

Google Drive

MS Outlook

Job description

Recruiting a Part Time Business Administrator to join our talented team!

We are currently recruiting for a position in our Cork office at Phoenix House, Monahan Road, Cork. This role involves providing key support to our team.

The role involves minimum of 20 hours per week. A competitive package is on offer for the right candidate, recognizing the level of experience that the individual will bring to the role.

Responsibilities:

• New business processing from inception to completion stage.
• Management of business pipelines using the latest digital Relationship Management system.
• Liaising with insurance and investment companies in processing business pipelines.
• Preparing policy schedule reports (for annual reviews and pre planning meetings).
• Monitoring compliance documents required for all transactions.
• Compiling documentation required for planning meetings with clients.
• Working closely with the Sales Team to provide a high level of service to new and existing individual clients.
• Strong working knowledge of MS Office package, in particular Excel, Word, PowerPoint.
• Be familiar with Google Drive and MS Outlook for email.
• High levels of accuracy and attention to detail.
• Be interested in helping our clients and dealing with people.
• Good telephone manner and letter writing skills essential.
• Be well organized, capable of working to tight deadlines, and have an ability to work independently.

Experience of working in financial services and relevant qualifications would be a distinct advantage. Furthermore, being familiar with Moneyadvice CRM and Voyant software would be ideal.