Financial Services Administrator
3 weeks ago
Job Details: Financial Services Administrator
Full details of the job.
Vacancy Name
Vacancy No
Vacancy No VN955
Employment Type
Employment Type Permanent
Duration
Duration N/A
Location City
Location City Cork
Location Country
Location Country Ireland
Company Description
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
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
Key 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 documents
Setting up client/policy records on client database
Working 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 procedures
Establishing & building good relationships with clients
Processing ad hoc requests from customers
Managing daily post and client correspondence
Key Requirements
Key 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 detail
Additional Requirements
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
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 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
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