Financial Services Administrator

2 weeks ago

Cork, Cork, Ireland O'Mahony Donnelly Full time
Overview

Vacancy Name: Financial Services Administrator

Vacancy No: VN955

Employment Type: Permanent

Duration: N/A

Location: Cork, Ireland

Company Description: Xeinadin was established in 2019 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 1800 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.

Description: 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 Responsibilities
  • Coordinate the daily processing of life & pension new business & existing business with advisors.
  • Process pension, investment & protection business submitted by advisors, including submitting online, chasing pipeline, and issuing policy documents.
  • Set up client/policy records on the client database.
  • Work with advisors to prepare and issue compliance documents to clients (statement of suitability, research reports, risk profiling, etc.).
  • Ensure files are compliant in line with company processes and procedures.
  • Establish and maintain good relationships with clients.
  • Process ad hoc requests from customers and manage daily post and client correspondence.
Key Requirements
  • Customer orientation with a positive attitude and willingness to respond to customers to exceed their needs and expectations. Strong organisation and administration skills.
  • Strong communicator – able to express yourself clearly and positively, both verbally and in written communication.
  • Excellent organiser – time management and prioritisation; able to manage the expectations of advisors regarding delivery.
  • Works at a fast pace but maintains attention to detail.
Additional Requirements
  • Relevant experience in a similar or busy administration role.
  • APA or QFA desirable but not required.
  • Excellent PC skills – Microsoft packages, etc.
  • Job Type: Full-time
  • Work Location: In person
Model

Office Based

Salary

Competitive

Benefits
  • 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 Platform
  • Flexible Benefits platform with opt-in 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

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