LIFE, PENSIONS & FINANCIAL SERVICES ADMINISTRATOR

McGUIRE LISTON FINANCIAL SERVICES

Full Time


Position: LIFE, PENSIONS & FINANCIAL SERVICES ADMINISTRATOR
Company: McGUIRE LISTON FINANCIAL SERVICES
Location: Killarney
Contact: Billy McGuire
Contact Email: billy@mcguireliston.ie
Date Posted: 30th October 2019
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Job Specification:

The Role

  • Based in our Killarney Office, you will be solely responsible for managing the pipeline of business, which includes the servicing of pensions, investments, protection policies, mortgages and asset finance
  • You will manage the processing of new business applications and deal directly with the providers to ensure that these are processed in an accurate and timely manner
  • Your will manage existing business to ensure after sales queries and requirements are dealt with as required
  • You will be responsible for all aspects of compliance such as Anti Money Laundering and Consumer Protection Code requirements
  • You will support management and sales staff with all administration duties
  • You will set appointments, prepare for appointments and process files post appointment
  • You will communicate with clients to keep them updated on the progress of matters in train and you will provide them with efficient and professional customer service at all times
  • You will be alert to new sales opportunities and liaise with the sales team in respect of any opportunities identified
  • You will assist with the efficient running of day to day office duties and any other ad-hoc duties that may arise from time to time

What you will need to succeed

  • Excellent communication, IT and customer service skills
  • Enthusiastic Team Player
  • Ability to multitask & prioritise queries
  • Excellent attention to detail and strong organisational skills
  • A clear willingness to learn and to adapt to an ever changing environment
  • QFA qualification an advantage
  • Minimum 2 years’ previous experience in Financial Services
  • Flexibility in your day to day duties

What you will get in return

  • Attractive salary
  • Career development opportunities
  • Support to further your education in the financial sector

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

Billy McGuire
McGUIRE LISTON FINANCIAL SERVICES
Courtyard Business Centre
Suite 1 Courtyard House
Lewis Road
Killarney
Co Kerry

billy@mcguireliston.ie