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Financial Services Administrator
4 weeks ago
IPM Draper Financial Brokers is based at Hyde House, Stephen Street Sligo. We provide a comprehensive range of financial services including life insurance, mortgages, pensions, savings & investments, inheritance and financial planning.
All our business is regulated by the Central Bank of Ireland (CBI).
The Role
- Contribute to the overall Financial Services sales targets and business goals by providing administration support to the Senior Financial Advisor.
- Support the Senior Financial Advisor team with the administration needs of life insurance and pensions clients.
- Review client documentation to support the Senior Advisor with the preparation of technical reports, recommendations, and new business applications.
- Ensure all client communication and application updates are recorded on the CRM system.
- Ensure individual compliance with policies and compliance standards.
- Work closely with the team to assist in the sales process as required, ensuring the clients' best interests are at the forefront of all interactions.
- Prepare annual reviews.
- Proactively manage the pipeline by liaising with clients, financial institutions, life companies, solicitors & accountants to gather outstanding information.
- Take responsibility for own development by undertaking activities to broaden experience and market knowledge.
Skills and Requirements:
- Ideally APA’d in Life and Loans or working towards APA/QFA.
- Excellent interpersonal and communication skills, with the ability to multitask.
- Accuracy with a strong attention to detail and numeracy skills.
- Proficient in MS Office packages, specifically Excel and Word.
- Ability to use discretion and maintain confidentiality at all times.
- Previous experience in a Broker and/or Financial Services (Sales/Product) role is an advantage.
- Previous experience in an Administration role with good customer service and telephone manner is an advantage.
Remuneration:
- Basic salary c.€30,000 per annum (commensurate with experience).
- Pension Auto-Enrolment when introduced later in 2025.
- Some potential for additional earnings (not incentivised selling).
Schedule:
- Full-time – Monday to Friday.
This is an excellent opportunity for a vibrant and enthusiastic person to join our established organisation. The directors are fully committed to the ongoing development of the brokerage where staff development and further qualifications are actively encouraged.
Applications including CV and cover letter to:
The Manager, IPM Draper Financial Brokers, Hyde House, Stephen Street, Sligo by Friday 28th February.
www.ipmdraper.ie
Job Type: Full-time
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