Our client is a leading insurance broker that provides a wide range of services including personal and commercial insurance as well as financial services support. They are seeking professional and driven candidates to join their growing team as a Financial Services Administrator.

As a Financial Services Administrator you will be a key member of the Financial Services team, providing high standards of service to clients throughout the entire process with the company.

Responsibilities

• Managing new business applications in Pension, Investments and Life Assurance & ensuring these are processed in an accurate and timely manner.
• Ensuring effective communication with our Financial Services Consultants.
• Communicating with clients over the phone and email, keeping them updated on the progress of their applications.
• General financial services administration.
• A professional and positive attitude, with a commitment to delivering exceptional customer service.
• Adhering to Central Bank supporting Financial Services Consultants with and ad hoc administration duties.
  
  

Requirements

• QFA qualified or pursuing.
• Have 2-3 years’ experience in a similar role.
• Have excellent interpersonal & communication skills.
• Be client and company focused.
• Have great attention to detail and the ability to multitask and prioritise tasks.
• Be proficient in excel & word.
  
  

Apply Now!

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