Overview

Administrator with QFA qualification – North Dublin (54983)

Our clients, based in Dublin North, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. They currently require an administrator ideally with insurance, banking or financial services experience to join their team.

You will be responsible for the timely processing of client documentation and liaising with Life Offices and other financial institutions.

 

The Role:

Focusing on client portfolios, ensuring efficient service and accurate record keeping

Delivering reports on scheme records and files

Dealing with client financial planning related queries

Managing new business administration

Preparation of client communications

Adhering to company deadlines and reporting into line manager

 

The Candidate:

QFA qualified, or in the process of attaining an equal qualification

Minimum 2 years Administration experience

Excellent Microsoft Office Skills

Excellent interpersonal communication skills

 

Salary €40k+ doe

IND123