Financial Services Administrator

3 days ago

Dublin, Dublin City, Ireland bonkers Full time

About Us Bonkers-.ie was founded in 2010 and has grown to become Irelands leading comparison and switching website and every year we help tens of thousands of happy customers to switch and save money on their household bills. We now make it quick and easy to switch and save across a range of broadband, energy, banking and insurance providers and our service offering continues to grow each year. We are currently seeking a Financial Services Administratorto join our team. The Role: Financial Services Administrator To 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 well support you in progressing to the industry-recognised QFA qualification, and ambitious candidates can expect to progress to a Protection or Mortgage Advisor role within the team. 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

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