We’re Hiring!!!

We have an opportunity for you to be part of the next phase of our exciting growth!

We are currently hiring for a:

 

FINANCIAL SERVICES CLIENT ADMINISTRATOR – FULL-TIME

 

A day in the life:

  • You will assist us as we provide advice to clients across a range of key areas including cash-flow management, investments, insurance and pensions.
  • Acting as a point of contact for client queries
  • Always looking for ways to free up the directors ‘workload’ and allow then to focus on the more income producing / business growth aspects of the business (this is key to our growth plans…)
  • Helping to implement advice follow up on Insurance, Pensions and investments
  • Attending to the completion of application forms and other documents as required
  • Making sure that the advice software is kept up to date and client records are maintained
  • Coordinate and review required client information prior to client meetings
  • Update and maintain office policies and procedures
  • General administration as required to run an advice business

 

What you will need:

  • 1 -2 years financial services experience essential
  • A positive, can-do attitude!
  • Practical knowledge of financial products and a good understanding of the financial services industry
  • QFA designation would be desirable
  • Excellent communication and organisational skills and an ability to engage confidently with our amazing clients
  • A passion for developing and growing in your career
  • Proven delivery of end to end management projects
  • The ability to type and apply strong skills in Microsoft Word, Excel and Outlook
  • Experience working with Moneyadvice CRM
  • Coordinate and review required client information prior to client meetings
  • Can manage multiple client applications at one time
  • Able to work under pressure and meet timelines
  • Able to contribute positively and collaboratively to the team environment

 

If this sounds like you, then we can offer:

  • First class training and development opportunities
  • Friendly team working environment
  • Professional office on the outskirts of town
  • A full-time rewarding position with the opportunity to grow and prosper as we take our business to the next level

 

Please apply via email to olearyfp@gmail.com with the subject line ‘Client Administrator’.

Responses must be received by 5pm Friday, 28th May.

 

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