Senior PRSA Administrator

Wealth Options

Full Time


Position: Senior PRSA Administrator
Company: Wealth Options
Location: Elm House Millennium Park Naas Co. Kildare
Contact: Deirdre O'Hanlon
Contact Email: deirdreohanlon@wealthoptions.ie
Date Posted: 11th July 2018
Wealth Options Ltd

Job Specification:

About the company

Wealth Options Ltd. is a leading distributor of innovative products to the Irish financial services industry. We design, manufacture and distribute products to suit the ever changing needs and demands of financial brokers.

Purpose of Job

This position will be varied and challenging; therefore you must be able to work with changing priorities. You will be tasked with setting up a new PRSA administration team and growing the team as business levels increase. Your daily responsibilities will include the following, as well as other duties deemed appropriate by the management.

Key Tasks

  • Establishing and implementing fully compliant procedures and systems for PRSA processing
  • Processing new business applications and overseeing junior team members daily processing
  • Full responsibility for ensuring compliance on each new application received
  • Liaising with the Sales Team to follow up on compliance requirements by phone, letter and email
  • Updating new business pipelines for circulation to management and the sales team
  • Liaising with brokers regarding new and existing business cases by phone, letter and email
  • Checking all documents before issue
  • Reconciling commission payments
  • Dealing with all queries on existing business cases
  • Regular compliance file reviews
  • Preparing reports of new / existing business for management on an ad hoc basis
  • Ensuring full and accurate records are maintained of all transactions / policies
  • General Office Administration
  • Checking junior staff’s work, monitoring progress and training requirements

Key Personal Skills

  • Highly organised approach to administration
  • Professional telephone manner
  • Excellent communication skills to interact appropriately with colleagues, supervisors, management, brokers and clients
  • Ability to prioritise and delegate
  • At least 3 years PRSA experience required

To Apply

For further information on this role please contact Deirdre O’Hanlon on 045 88 22 81 or to apply for the position please email your CV to deirdreohanlon@wealthoptions.ie

www.wealthoptions.ie

Wealth Options Ltd is regulated by the Central Bank of Ireland


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

Deirdre O'Hanlon
Wealth Options
Elm House
Millennium Park
Naas
Co. Kildare
deirdreohanlon@wealthoptions.ie


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