Financial Services Administrator

Job Details: Financial Services AdministratorFull details of the job.Vacancy NameVacancy NoVacancy No VN955Employment TypeEmployment Type PermanentDurationDuration N/ALocation CityLocation City CorkLocation CountryLocation Country IrelandCompany DescriptionCompany Description Xeinadin was established in **** 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 **** 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.DescriptionDescription 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 ResponsibilitiesKey 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 documentsSetting up client/policy records on client databaseWorking 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 proceduresEstablishing & building good relationships with clientsProcessing ad hoc requests from customersManaging daily post and client correspondenceKey RequirementsKey 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.· Works at a fast pace but does not sacrifice attention to detailAdditional RequirementsAdditional Requirements Relevant experience in a similar or busy administration roleAPA or QFA desirable but not requiredExcellent PC skills - Microsoft Packages etc,Job Type: Full-timeWork Location: In personModelModel Office BasedSalary CompetitiveBenefits• Company Pension Scheme• 25 days of annual leave + bank holidays• Additional annual leave days from certain levels of seniority• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum• Business closure over Christmas*• Life Assurance x4 annual salary• Enhanced family leave policies• Enhanced Company Sick Pay• Employee Assistance Programme – 24/7 support, free and confidential• Corporate Discounts PlatformFlexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:• PMI single or family• Critical Illness Cover• Cash plan• Cycle to work• Eye care• Dental*subject to exceptions and business needs#J-*****-Ljbffr