BROKER ADMINISTRATOR

Mark Gallagher, T/A as Smart Financial

Full Time


Position: BROKER ADMINISTRATOR
Company: Mark Gallagher, T/A as Smart Financial
Location: Dublin South / Walkinstown Dublin 12
Contact: Mark Gallagher
Contact Email: mark@smartfinancial.ie
Date Posted: 1st May 2019
Brokers Ireland Placeholder

Job Specification:

FINANCIAL PLANNING ADMINISTRATOR / PARAPLANNER

 

BROKER ADMISTRATOR – LIFE & PENSIONS

 

Our client is a dynamic financial planning broker, providing client’s expert advice across pension, investment and protection.

 

The Ideal Candidate:

This role is ideally suited to a QFA, with a broad knowledge of life & pension products, ideally with a background in a busy brokerage environment or alternatively a pension’s provider.

Key Requirements:

  • Must be QFA qualified or on the way to obtaining same.
  • Must have knowledge and administration experience across, Pensions, Investments and Protection as well as compliance.
  • An ambitious self-starter you is capable of working under little supervision.
  • Possess strong time management and IT Skills.

 

Key Responsibilities:

  • Administration of client files in accordance with compliance requirements.
  • Dealing with clients over the telephone and in writing.
  • Statements of suitability / Reasons why statements
  • Liaising with insurance companies in managing business pipelines.
  • Attending training workshops.
  • General office administration.
  • Team player /flexibility
  • Good understand of compliance

 

Remuneration

Strong basic salary, plus performance bonus and benefits, level dependent on experience.

 


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

Mark Gallagher
Mark Gallagher, T/A as Smart Financial
13 Exchange Hall
Belgard Square North
Tallaght
Dublin 24
mark@smartfinancial.ie