Requirements:
- Financial services office administrator.
- Previous experience in an administrative role, is highly desirable.
- Strong organisational skills, with the ability to prioritise tasks and manage multiple deadlines.
- Detail-oriented, with excellent analytical and problem-solving abilities.
- Proficient in using excel, word, financial software and CRM systems.
- Excellent written and verbal communication skills.
- Demonstrated ability to maintain confidentiality and handle sensitive information with professionalism and discretion.
- High level of professionalism, integrity, and ethical behavior.
- Ability to work independently with minimal supervision and also collaborate effectively within a team environment.
Resposibilities:
- Provide comprehensive administrative and technical support to financial planners, enhance service delivery and accuracy.
- Prepare, review, and process client documentation, application forms and compliance paperwork, ensuring all materials meet regulatory standards and reflect detailed financial planning requirements.
- Prepare and maintain accurate, up-to-date client files with a focus on compliance and thoroughness.
- Conduct client calls to complete medical questions for protection applications.
- Handle client enquiries whilst providing exceptional customer service through prompt, accurate, and technically informed responses.
- Collaborate closely with financial advisors and other team members to ensure smooth workflow, timely completion of tasks.
- Stay continuously updated on industry regulations, compliance standards, and best practices, ensuring strict adherence to all relevant policies and procedures while applying this knowledge to improve paraplanning and administrative functions.
Why join the Premier Group
- Immediate start, no experience necessary as full training provided.
- Immediate entry into our Company Pension scheme.
- Company sponsored exams if deemed suitable.
- Highly competitive salary with uncapped bonus potential.
- Full support from senior management.
- Immediate access to the Premier Group products and rates.
Job Type: Full-time
Pay: €30,000.00-€35,000.00 per year
Benefits:
- Company events
- Company pension
- Employee discount
Work Location: In person
