Financial Services Admin & Client Care Coordinator

FDC Group, Ltd.; Munster; On-site; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Occupational Pension Scheme

Aviva Care

Death in Service benefit

Generous EAP programme

Income Protection

An employee – driven charity fund

Bike to work scheme

Employee assistance program

Company events

Additional leave

Job summary

FDC Financial Services Ltd in Limerick is seeking a dedicated full-time Business Administrator to support a Financial Consultant with client file management and end-to-end administration.

You will handle diary and email management, processing new business applications, and ensuring accurate, compliant documentation while delivering excellent service to clients and colleagues in a collaborative team environment.

Qualifications

• Previous experience in administrative or similar role within financial services or regulated environment.
• Ability to manage complex tasks with minimal oversight.
• Strong interpersonal skills and discretion with confidential information.
• Team player who can also work independently and take initiative.
• Proficient with Microsoft 365 suite.
• Excellent organisational skills and ability to prioritise workloads.

Responsibilities

• Work closely with the Financial Consultant on client file management.
• End to end client file and case management.
• Handle inbound and outbound calls.
• Diary, phone and email management.
• Process and oversee new business applications.
• Service queries on new and existing business.
• Manage relationships with product providers, underwriters and clients.
• Ensure compliance, accuracy, and timeliness in all documentation and processes.
• Prepare reports, quotes and file reviews.
• Effective client data management for project needs.
• Maintain up-to-date and accurate customer records and databases.
• Address additional administrative duties as they arise.
• Utilise knowledge of the local area to enhance customer interactions and support business activities.

Skills

Administrative experience

Task management

Interpersonal skills

Autonomy

MS 365

Attention to detail

Organisational skills

Job description

FDC Financial Services Ltd in Limerick is seeking a dedicated full-time Business Administrator to support a Financial Consultant with client file management and end-to-end administration.

You will handle diary and email management, processing new business applications, and ensuring accurate, compliant documentation while delivering excellent service to clients and colleagues in a collaborative team environment.