Financial Services Administrator

3 weeks ago

Dublin, Dublin City, Ireland bonkers Full time

Join to apply for the Financial Services Administrator role at bonkers.ie

About us: Bonkers.ie was founded in 2010 and has grown to become Irelands leading comparison and switching website. We help tens of thousands of customers switch and save on household bills, across broadband, energy, banking and insurance providers. We are seeking a Financial Services Administrator to join our team. This is an excellent entry-level path to a career in Financial services and supports progression to the QFA qualification, with opportunities to advance to a Protection or Mortgage Advisor role within the team.

Responsibilities
  • Manage the end-to-end administration of mortgage and protection (life insurance) applications
  • Liaise with clients, lenders, insurers, and solicitors to gather required documentation and updates
  • Accurately input client data into CRM and provider systems
  • Track and manage application progress, chasing outstanding requirements to ensure timely completions
  • Assist advisors with daily appointments
  • Ensure compliance with GDPR and internal processes
  • Maintain accurate and up-to-date records of pipeline/sales
  • Support advisers in meeting service-level agreements (SLAs) and client expectations
  • Communicate professionally with clients via email, phone, and written correspondence
  • Contribute to the continuous improvement of admin processes and client service delivery
The Candidate
  • APA qualified or working towards the same
  • Minimum 1 year of experience in Financial Services administration
  • Broker experience is an advantage
  • Strong communication & interpersonal skills
  • Ability to work on own initiative and as part of a team
  • Good work ethic and confident approach to daily duties
  • Target-driven with an excellent track record
  • Salary: €32k (negotiable)
Rewards And Benefits
  • Defined contribution (DC) pension scheme (up to 5% company contribution)
  • Remote working - Up to two days WFH per week
  • 22 days annual leave
  • Tax-Free Voucher Each Christmas
  • Quarterly staff parties and events
  • Fresh fruit every Tuesday
  • Pizza every second Wednesday
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales

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