Financial Services Administrator
2 days ago
Bonkers.ie was founded in 2010 and has grown to become Ireland's 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 currently seeking a Financial Services Administrator to join our team.
The Role: Financial Services AdministratorTo provide comprehensive administrative support to mortgage and protection advisers, ensuring the smooth processing of mortgage and life insurance applications, maintaining compliance with regulatory requirements, and delivering excellent customer service throughout the client journey. This is an excellent entry-level path to a career in financial services and supports progression to the QFA qualification, with ambitious candidates having the potential to progress 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 advisers 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
- 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)
- 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
Note: This section reflects the job posting as provided; no other changes were added.
Seniority levelEntry level
Employment typeFull-time
Job functionFinance and Sales
Referral information and location details are provided as part of the listing but do not alter the core role description.
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