Financial Planning Administrator

Murray & Spelman (Financial Services) Ltd.

Full Time

Position: Financial Planning Administrator
Company: Murray & Spelman (Financial Services) Ltd.
Location: Galway
Contact: Diane Collins
Contact Email:
Date Posted: 27th February 2020

Job Specification:

Murray & Spelman (Financial Services) Ltd. continues to grow as one of the leading Financial Brokers in Ireland and we are now looking for a Financial Planning Administrator to join our team.

We are actively looking for an experienced Financial Planning Administrator for our Galway office, who is interested in working for a financial services company providing administration support. The successful candidate will work closely with the Financial and Mortgage Advisors, dealing with their cases from initial meeting through to completion. The successful candidate must be self-motivated & able to use their own initiative.

The Role:

• Providing a wide range of support to the Financial Advisors in supporting the financial advice function from inception to conclusion.

• Requirement to liaise with clients, lenders, solicitors and advisors to manage the workflow efficiently.

• Recording client information in an accurate and compliant manner.

• Process new business applications, updating back office systems, scanning of documents, providing supporting docs to lenders as appropriate.

• Track progress of business with product providers and ensuring accuracy of outcomes.

• Ensure timely, accurate, appropriate responses and updates to all correspondence/calls and enquiries.

• Provide exceptional levels of customer experience to our clients.

Desired Skills and Experience:

• Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.

• Strong interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.

• Energy, enthusiasm & a team player.

• Excellent IT skills will also be necessary in this role.

• Experience in financial services or a related customer sales/service role is beneficial but not required as full training will be provided.

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Diane Collins
Murray & Spelman (Financial Services) Ltd.
Tuam Road,
H91 P6NA