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Employer Matrix Recruitment
Job Title Financial Planning Administrator

What you need to know

You will work as a Financial Planning Administrator our client, a large Corporate Broker in Dublin .

Reporting to the Financial Planning Team Leader, the role is intended to support planned growth of the business in the Dublin area following recent expansion through acquisition.

This is a permanent job.

Your new job

  • Providing administration support to the Financial Planning business to include:
  • Supporting the financial planning team in delivering a high quality and effective service to our clients.
  • Handling a wide variety of queries from clients
  • Dealing with standard administration requests within agreed serviceturn aroundtimes.
  • Providing customer service and sales support.
  • Assisting in achieving the overall objectives of the business
  • Assisting with key tasks to ensure smooth running of admin area.
  • Liaising with life companies, Broker Consultants and Broker Services.
  • Tasks or projects given on an ad hoc basis by Financial Services Administration Manager.
Experience & Skills

  • QFA qualified or progress in QFA examinations and participating in CPD.
  • At least two years relevant experience
  • Good accuracy and attention to detail
  • Strong administration and compliance background
  • Motivated,self starterwill work on own initiative and appreciative of the regulatory nature of the business.
  • Experience in Money Advice an advantage, but not essential as full training will be given.
  • Flexibility in working hours to meet tight deadlines.
  • Proficient in Word and Excel.

  • Performance bonus will apply
  • Flexible working hours
  • Other benefits available
Apply for this job now or get in touch with Sarah Meagher on 051 353825.

Matrix Recruitment Group is committed to providing a professional service where all CV’s are kept confidential and will not be submitted to any clients without candidate’s knowledge or consent.

This job originally appeared on
Location Dublin
Date Added 5 days ago
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