Financial Services Administrator - Growth Path (Mon–Fri)

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

Job summary

Hunter-Savage is recruiting a Financial Services Administrator in Dublin South to support its growing wealth management business. You will provide high quality administrative support to financial advisers and clients, managing applications, records, documentation and day-to-day processes accurately.

Based in Ballsbridge, this is a fully office-based, permanent role, Monday to Friday from 9:00 to 17:15. The position offers excellent career development, close collaboration with advisers, and

Qualifications

• 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.

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

Education

QFA qualified or working towards QFA

Tools

Microsoft Office

Financial systems

Job description

Hunter-Savage is recruiting a Financial Services Administrator in Dublin South to support its growing wealth management business. You will provide high quality administrative support to financial advisers and clients, managing applications, records, documentation and day-to-day processes accurately.

Based in Ballsbridge, this is a fully office-based, permanent role, Monday to Friday from 9:00 to 17:15. The position offers excellent career development, close collaboration with advisers, and