Financial Services Admin Specialist — Client & File Management

freedom from debt coalition; Abbeyfeale; On-site; EUR 26,000 - 34,000; Full time

Benefits offered by this job

Occupational Pension Scheme

Aviva Care

Death in Service benefit

Generous EAP programme

Income Protection

Bike to work scheme

Employee assistance program

Company events

Additional leave

Job summary

FDC Financial Services in Abbeyfeale is seeking a full-time Business Administrator to join our team. The role focuses on administration and operational support, client file management, and servicing queries with a proactive, meticulous approach.

You will work closely with a Financial Consultant, handling diary, calls, data, and new business applications while contributing to a supportive team environment and community-focused service.

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 handling sensitive information.
• Proactive, meticulous and able to work autonomously.

Responsibilities

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

Skills

Administrative experience

Client data management

Microsoft 365

Team player with initiative

Tools

Microsoft 365

Job description

FDC Financial Services in Abbeyfeale is seeking a full-time Business Administrator to join our team. The role focuses on administration and operational support, client file management, and servicing queries with a proactive, meticulous approach.

You will work closely with a Financial Consultant, handling diary, calls, data, and new business applications while contributing to a supportive team environment and community-focused service.