Financial Services Administrator

Job Details : Financial Services Administrator

Full details of the job.

Vacancy Name

Vacancy No

Vacancy No VN955

Employment Type

Employment Type Permanent

Duration

Duration N / A

Location City

Location City Cork

Location Country

Location Country Ireland

Company Description

Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.

Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth.

It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.

Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people's potential.

As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.

Description

Description Our financial services team is growing across our Cork and Dublin operations and we have a new opportunity for a Life & Pensions Administrator to join us in either location.

Key Responsibilities

Key Responsibilities The successful candidate will work closely with advisors and our administration team to coordinate the daily processing of life & pension new business & existing business :

Process pension, investment & protection business that is submitted by advisors including submitting online, chasing pipeline, and issuing policy documents

Setting up client / policy records on client database

Working with advisors to prepare and issue compliance documents to clients - statement of suitability, research reports, risk profiling etc.

Ensuring files are compliant in line with company's processes and procedures

Establishing & building good relationships with clients

Processing ad hoc requests from customers

Managing daily post and client correspondence

Key Requirements

Key Requirements Customer orientation, displaying a positive attitude and behaviours, awareness and willingness to respond to customers to exceed their needs, requirements and expectations.

Strong organisation and administration skills.

• Strong communicator - Able to express yourself clearly and positively, both verbally and in written communication.
• Excellent organiser – including time management and prioritisation.

Manages own time effectively and able to manage the expectations of advisors regarding delivery.

Additional Requirements

Additional Requirements Relevant experience in a similar or busy administration role

APA or QFA desirable but not required

Excellent PC skills - Microsoft Packages etc,

Job Type : Full-time

Work Location : In person

Model

Model Office Based

Salary Competitive

Benefits

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as :

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