Financial Services Administrator

Financial Services Administrator

Dublin City Centre
Office Support / Admin

Up to €30k DOE


Pension scheme

Flexible working arrangements

Educational assistance

Experience required:
1-2 years' administration experience

You have the opportunity to work with an organic independent financial brokerage based in the heart of Dublin. This is a small company however it's superb experience and expertise allows the company to continuously enhance the advice and service it provides to its customers. Your role will be to assist in providing a first-class and proactive service to both internal and external customers on the company’s portfolio. In return you will receive on going mentoring and training from experienced members of staff as well as flexible working arrangements. There is an opportunity for career growth towards a fully advice based role for the ambitious candidate and company will assist with this through educational reimbursement.  This is a role in a relaxed environment with a tight knit team that work really well together.

Sounds great, so what will my day look like?

  • Deal with a wide range of queries from customers in relation to various policies they hold (life, pensions, investments, savings etc)
  • You will also ensure that quality standards are achieved and that all regulatory requirements are adhered to implemented in all areas of your work
  • Updating and processing policy requests and amendments
  • Supporting senior team members with work processes and administrative procedures
  • Producing and issuing client correspondence, risk assessments, issuing policy documents, updating files, submitting applications etc

What type of experience do I need to be considered?

  • Previous experience in a similar administration role.
  • Previous experience in financial services is desirable but not essential
  • Dealing with customers by phone and email
  • If not currently studying QFA’s, a big interest in studying the QFA exams
  • Great people skills and superb attention to detail.

Looks like a great fit! So what else do I need to know?

This is a permanent position based in Dublin City Centre. The salary is up to €30k DOE plus bonus. This would be a fantastic opportunity to launch your financial services career OR take it to the next level. If this sounds like it's for you – I’d love to speak to you. Please contact Owen Cotter at or 01 6325035/086 3730347. No problem if your CV isn't ready - just send me a text on 086 3730347.


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