Financial Services Administrator

Sigmar Recruitment; Dublin; On-site; EUR 32,000 - 52,000; Full time

Job summary

Sigmar Recruitment is recruiting a Financial Services Administrator for a well-established Dublin firm in pensions, investments and life assurance. You will support Financial Services Advisors and handle compliant administration across key product areas.

You will maintain client records to regulatory standards, liaise with Advisors, clients and life companies, and assist with onboarding, policy updates and new business applications, producing detailed client reports for the advisory teams.

Qualifications

• QFA qualification required.
• Minimum 2 years’ experience in financial services administration, ideally within pensions, investments, or life assurance.
• Strong understanding of Irish financial products such as pensions, investments, and life assurance.
• Excellent organisational skills, keen attention to detail, and strong communication abilities.

Responsibilities

• Support Financial Services Advisors across pensions, investments, protection, and life assurance.
• Maintain accurate client records in line with regulatory standards.
• Communicate with Advisors, clients, and life companies via phone and email.
• Assist with client onboarding, policy updates, new business applications, and client reports.

Education

QFA qualification

Job description

About Your New Employer

My client is a well-established and trusted financial services firm with a strong reputation for exceeding client expectations in pensions, wealth management, investments, and protection.

The company fosters a professional office environment in Dublin, emphasising teamwork, integrity, and a client-first approach.

Employees benefit from a supportive culture that encourages professional growth, collaboration, and innovation.

About Your New Job

• The Financial Services Administrator will provide vital support to the Financial Services Advisors, ensuring efficient and compliant administration across pensions, investments, protection, and life assurance business.
• Responsibilities include maintaining accurate client records in line with regulatory standards and internal procedures.
• The role requires effective communication with Advisors, clients, and life companies, delivering regular updates and responses to queries via phone and email.
• Duties also involve assisting with client onboarding, policy updates, new business applications, and preparing detailed client reports for the advisory teams.

What Skills You Need

• QFA qualification (required)
• Minimum 2 years’ experience in financial services administration, ideally within pensions, investments, or life assurance
• Strong understanding of Irish financial products such as pensions, investments, and life assurance
• Excellent organisational skills, keen attention to detail, and strong communication abilities