Financial Services Administrator

Hunter Savage; Dublin; On-site; EUR 40,000 - 45,000; Full time

Benefits offered by this job

Permanent contract

Office-based role (Ballsbridge)

Job summary

Hunter Savage is seeking a Financial Services Administrator to support its growing financial planning and wealth management business in Dublin. The role involves providing high quality administrative support to financial advisers and clients, managing applications, records, documentation and day-to-day processes.

Based in Ballsbridge, Dublin, this is a fully office-based, permanent position, Monday to Friday from 9.00am to 5.15pm, offering consistent hours and the opportunity to collaborate

Qualifications

• Previous financial services administration experience is highly desirable.
• Experience in IFA/wealth management/pensions/investments or insurance is advantageous.
• QFA qualification or working towards QFA is beneficial, but not essential.
• Strong attention to detail and excellent organisational skills.
• Confident communication skills and a client-focused approach.
• Proactive, professional and willing to learn.

Responsibilities

• Provide administrative support to financial advisers across a range of client matters.
• Prepare and process client applications and supporting documentation.
• Maintain accurate client records and update internal systems.
• Liaise with clients, providers, insurers and other external stakeholders.
• Support administration across pensions, investments, protection and financial planning.
• Prepare valuations, reports, correspondence and client documentation.
• Monitor outstanding requirements and follow up to progress cases efficiently.

Skills

Attention to detail

Organisational skills

Communication skills

Client-focused approach

IT skills (MS Office & financials)

Education

QFA qualification (preferred)

Tools

Microsoft Office

Financial systems

Job description

Our client wishes to appoint a Financial Services Administrator to support its growing financial planning and wealth management business following a recent acquisition. The successful candidate will provide high quality administrative support to financial advisers and clients, managing applications, records, documentation and day to day processes accurately and efficiently.

Based in Ballsbridge, Dublin, this is a fully office based, permanent position, Monday to Friday from 9.00am to 5.15pm. The structured working pattern offers consistent hours and the opportunity to collaborate closely with advisers and colleagues in a professional financial services environment.

Top 3 Things to Know About This Job

• Salary of €40,000 to €45,000 with excellent career development potential
• Ballsbridge, Dublin, fully office based, Monday to Friday, 9.00am to 5.15pm
• Join a growing financial services business following a recent acquisition

The Role:

• Provide administrative support to financial advisers across a range of client matters
• Prepare and process client applications and supporting documentation
• Maintain accurate client records and update internal systems
• Liaise with clients, providers, insurers and other external stakeholders
• Support administration across pensions, investments, protection and financial planning
• Prepare valuations, reports, correspondence and client documentation
• Monitor outstanding requirements and follow up to progress cases efficiently

The Person:

• Previous financial services administration experience is highly desirable
• Experience in an IFA, wealth management, pensions, investments or insurance environment is advantageous
• QFA qualified or working towards QFA is beneficial, but not essential
• Strong attention to detail and excellent organisational skills
• Confident communication skills and a client focused approach
• Good IT skills, including Microsoft Office and financial systems
• Proactive, professional and willing to learn

The Rewards:

• Salary of €40,000 to €45,000
• Permanent contract
• Monday to Friday, 9.00am to 5.15pm
• Excellent opportunity for career progression
• Professional and collaborative working environment
• Opportunity to join a growing organisation following a recent acquisition