Financial Services Professional

Match Recruitment; Dublin; On-site; EUR 32,000 - 46,000; Full time

Benefits offered by this job

Competitive pension scheme

CPD & training opportunities

Career progression

Job summary

Match Recruitment is representing a well-established financial services brokerage in Dublin 4 seeking an experienced Financial Services Administrator. You will support Financial Advisors by managing pension, investment, protection and life assurance admin, keeping records accurate and progressing cases efficiently.

Ideal candidates will have a minimum of 2 years in financial services administration, strong communication skills, and proficiency in MS Office.

Qualifications

• Minimum 2 years' experience in a financial services administration role (pensions, investments or life assurance).
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.

Responsibilities

• Maintaining accurate client records and documentation in line with internal procedures and regulatory requirements.
• Communicating with Financial Advisors, clients and life companies to support case progression.
• Providing clients with phone and email updates on application progress.
• Assisting with new business applications, policy updates and related admin.
• Supporting the wider Client Support & Advisory teams with ad hoc duties.
• Preparing client reports summarising insurance, pension and investment plans.

Skills

Financial administration

Attention to detail

Communication skills

MS Office

Education

QFA qualification

Tools

Life company platforms

Job description

Our client, a well-established financial services brokerage in Dublin 4, is looking for an experienced Financial Services Administrator to join their growing team. This is a great opportunity for a QFA-qualified professional to join a supportive, client-first firm with genuine progression opportunities.

The Role

Supporting the firm's Financial Advisors, you'll play a key part in the smooth administration of pension, investment, protection and life assurance business - maintaining accurate records, liaising with clients and life companies, and helping cases progress efficiently.

Key Responsibilities

• Maintaining accurate client records and documentation in line with internal procedures and Central Bank regulatory requirements
• Communicating with Financial Advisors, clients and life companies to support case progression
• Providing clients with phone and email updates on application progress
• Assisting with new business applications, policy updates, follow-ups and review-related admin
• Supporting the wider Client Support & Client Advisory teams with ad hoc administrative duties
• Preparing client reports summarising insurance, pension and investment plans

About You

• Minimum 2 years' experience in a financial services administration role - pensions, investments or life assurance
• Strong attention to detail and accuracy
• Excellent verbal and written communication skills
• Well-organised, with the ability to manage and prioritise independently
• Proficient in MS Office and comfortable with IT systems
• Experience with life company/provider platforms (e.g. Irish Life, Zurich, Aviva), including submitting and tracking client business

What's on Offer

• Competitive pension scheme with employer contributions
• Ongoing training, CPD support and long-term career progression