Financial Services Administrator

Life Goals Ltd

Full Time


Position: Financial Services Administrator
Company: Life Goals Ltd
Location: Life Goals Ltd
Contact: Mr. Paul Cullen or Ms. Elaine Ryan
Contact Email: paul@lifegoals.ie
Date Posted: 14th May 2018
life goals financial services

Job Specification:

Duties

  • Assisting in ongoing customer service
  • General administrative tasks including filing, post and scanning
  • Working closely with and supporting the Financial planners to provide a high level of service to new and existing clients

 

Supporting Financial Planners in:

 

  • Preparation of quotations, compliance documents, client portfolios, etc. in advance of Financial Planner meeting.
  • Processing and overseeing new business applications for Protection, Pensions & Investment business
  • Maintaining a good knowledge of financial services products and compliance, keeping up to date with any new developments.

 

Skills & Qualities Required

 

  • Must be able to work well as part of a team, but equally be able to work well independently and proactively and be open to receiving and implementing feedback and work process changes.
  • Be committed and open to continuous professional development and complete the QFA programme as a minimum requirement
  • Excellent Administrative and Organisational Skills
  • Excellent computer skills including word and excel
  • Previous financial services experience is an advantage but not essential

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

Mr. Paul Cullen or Ms. Elaine Ryan
Life Goals Ltd
107 QHouse
Furze Road
Sandyford
Dublin 18

paul@lifegoals.ie


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