Financial Services Administrator

Morgan McKinley; Dublin; On-site; EUR 36,000 - 48,000; Full time

Job summary

Morgan McKinley is working with a well-established financial services client in Ballsbridge, Dublin, seeking an experienced Financial Services Administrator to join their team.

You will manage client records, prepare reports on pensions, investments and life assurance, respond to queries by phone and email, and provide essential support to advisory and client support teams while maintaining regulatory compliance.

Qualifications

• Minimum 2 years' experience in financial services administration.
• Experience in pensions, investments and/or life assurance.
• Strong attention to detail and excellent organisational skills.
• Excellent written and verbal communication skills.
• Ability to manage workload independently and prioritise effectively.

Responsibilities

• Manage and maintain accurate client records and documentation.
• Prepare client reports relating to pensions, investments, insurance and life assurance.
• Liaise with Financial Advisors, clients and life companies to progress business efficiently.
• Handle client queries by phone and email and provide updates on applications.
• Assist with new business applications, policy changes, follow-ups and client reviews.
• Provide general administrative support to the advisory and client support teams.
• Ensure all administration is completed in line with regulatory and internal requirements.

Skills

Financial services admin

Pensions & investments

Attention to detail

Organisational skills

Communication skills

MS Office

Provider platforms

Irish market knowledge

Tools

MS Office

Provider platforms (Irish Life, Zurich, Aviva)

Job description

Our client, a well-established financial services firm based in Ballsbridge, is seeking an experienced Financial Services Administrator to join their team.

This is an excellent opportunity for someone with experience in pensions, investments, life assurance or financial services administration who is highly organised, detail-oriented and committed to providing excellent client service.

Key Responsibilities

• Manage and maintain accurate client records and documentation.
• Prepare client reports relating to pensions, investments, insurance and life assurance.
• Liaise with Financial Advisors, clients and life companies to progress business efficiently.
• Handle client queries by phone and email and provide updates on applications.
• Assist with new business applications, policy changes, follow-ups and client reviews.
• Provide general administrative support to the advisory and client support teams.
• Ensure all administration is completed in line with regulatory and internal requirements.

The Ideal Candidate

• Minimum 2 years' experience in financial services administration.
• Experience in pensions, investments and/or life assurance.
• Strong attention to detail and excellent organisational skills.
• Excellent written and verbal communication skills.
• Ability to manage workload independently and prioritise effectively.
• Good IT and MS Office skills.
• Experience using provider platforms such as Irish Life, Zurich or Aviva.
• Strong knowledge of the Irish financial services market and products.

What’s on Offer

• Competitive salary based on experience.
• Employer pension contribution.
• Supportive and professional working environment.
• Ongoing training and professional development.
• Excellent long-term career progression opportunities.