Finance Back-Office Administrator: Client & Compliance Support

Collins McNicholas Group; Sligo; Presencial; EUR 35 000 - 42 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Conhecimentos

Organised

Attention to detail

Numerical

Computer literacy

Communication (phone & email)

Formação académica

QFA qualification

Ferramentas

Microsoft Outlook

Microsoft Word

Excel

Descrição da oferta de emprego

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.