Part-Time Business Administrator — Financial Services Ops

Infinity Financial Planning Ltd; Cork; Hybrid; EUR 2,066,000 - 3,031,000; Part time

Job summary

Infinity Financial Planning Ltd in Cork is seeking a Part-time Business Administrator to support our team at Phoenix House, Monahan Road. The role requires a minimum of 20 hours per week and offers a competitive package for the right candidate.

You will handle new business processing, manage pipelines, liaise with insurers and investment companies, and prepare policy schedule reports. Strong MS Office skills and accuracy are essential; financial services experience is advantageous.

Qualifications

• Experience in financial services and relevant qualifications would be an advantage.
• High level of accuracy and attention to detail required.
• Strong MS Office skills including Excel, Word and PowerPoint.

Responsibilities

• Process new business from inception to completion.
• Manage business pipelines using the latest CRM system.
• Liaise with insurance and investment companies for pipelines.
• Prepare policy schedule reports for reviews and meetings.
• Monitor compliance documents required for transactions.
• Compile documents for client planning meetings.

Skills

Attention to detail

Communication skills

Organization

Customer service

Tools

MS Office

Excel

Google Drive

MS Outlook

Job description

Infinity Financial Planning Ltd in Cork is seeking a Part-time Business Administrator to support our team at Phoenix House, Monahan Road. The role requires a minimum of 20 hours per week and offers a competitive package for the right candidate.

You will handle new business processing, manage pipelines, liaise with insurers and investment companies, and prepare policy schedule reports. Strong MS Office skills and accuracy are essential; financial services experience is advantageous.