Financial Services Administrator (Meath)

Brightwater Recruitment; Leinster; On-site; EUR 34,000 - 48,000; Full time

Benefits offered by this job

Pension

On-site parking

Educational support

Early finish on Fridays

Job summary

Brightwater Recruitment is seeking a Finance Administrator for a well-established financial advisory client in Co. Meath. You will support daily office operations, prepare financial documents, manage records and correspondence, and assist financial advisers with schedules in a fast-paced, confidential environment.

The successful candidate will be QFA-qualified or near qualification, with at least 2 years in financial services, strong organisational skills, and proficiency in Microsoft Office.

Qualifications

• QFA qualification or near qualified in financial services.
• Minimum 2 years experience in financial services.
• Strong organisational skills and attention to detail.
• Ability to work independently and in a team in a fast-paced environment.
• Proficiency in Microsoft Office and office management software.
• Excellent written and verbal communication skills.

Responsibilities

• Handle daily office operations and correspondence.
• Maintain records and assist in preparing financial documents.
• Manage schedules and provide support to financial advisers.
• Ensure the office runs smoothly with a high level of professionalism and confidentiality.

Skills

Organisational skills

Attention to detail

Written & verbal communication

Microsoft Office proficiency

Independent & team work

Education

QFA qualified or nearly qualified

Tools

Microsoft Office suite

Job description

My client is a well-established professional firm of financial advisers. They specialise in Pensions, Retirement Planning, Savings & Investments, Protection, Estate Planning and Mortgages, offering expert guidance on a wide range of financial products.

Role Description:

This is a full-time on-site role for a Finance Administrator located in Co. Meath. The Administrator will handle daily office operations, manage correspondence, maintain records, and assist in preparing financial documents. Responsibilities also include managing schedules and providing support to financial advisers. The Administrator will ensure the office runs smoothly and efficiently while maintaining a high level of professionalism and confidentiality.

Key Requirements:

• QFA qualified or nearly qualified
• Experience: Minimum of 2 years in a financial services role
• Strong organisational skills and attention to detail
• Ability to work independently and as part of a team in a fast-paced environment
• Proficiency in office administration and time management
• Excellent written and verbal communication skills
• Experience in preparing financial documents and providing administrative support
• Proficiency in Microsoft Office suite and office management software

What We Offer:

• Pension
• On-site parking
• Educational support
• Early finish on Fridays