Career Opportunity: Expert Financial Support

4 days ago

Dublin, Dublin City, Ireland beBeeAdministrative Full time
Financial Services Administrator Job Summary

Sherry FitzGerald Financial Services is a growing company within the Sherry FitzGerald Group incorporating our Mortgages and Life & Pensions businesses. With over 20 years' experience in the financial services sector, we give our clients expert financial advice at every stage of their financial journey, from mortgages & insurance to pensions & investments.

Job Description:

Our team is looking for a skilled Financial Services Administrator to support our Financial Advisor team with administrative tasks, including reviewing client documentation, preparing new business applications, and managing pipelines. The ideal candidate will have previous experience in a Broker and/or Financial Services role, excellent interpersonal and communication skills, and proficiency in MS Office packages.

The successful candidate will be responsible for ensuring accurate and timely input of mortgage and life insurance applications online, proactively contacting clients to accelerate their application, and managing pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure.

Key Responsibilities Include:

  • Contribute to overall sales targets and business goals by providing administration support to the Financial Advisor team.
  • Support the Financial Advisor team at different stages of the mortgage and life assurance sales journeys (pre-approval and post-approval).
  • Review client documentation to support Advisors with the preparation of new business applications.
  • Responsible for accurate and timely input of mortgage and life insurance applications online – “Right First Time” approach.
Requirements:

To be considered for this exciting opportunity, you must possess:

  • Previous experience in a Broker and/or Financial Services role.
  • Previous experience in an Administration role.
  • Ideal APA’d in Life and Loans or working towards APA/QFA.
  • Excellent interpersonal and communication skills, with ability to multitask.
  • Accuracy with a strong attention to detail and numeracy skill.
  • Proficient in MS office packages; specifically Excel and Word.

Benefits include:

  • Opportunity to work with a reputable company in the financial services sector.
  • Chance to develop your skills and knowledge in the field.
  • A supportive and dynamic team environment.

Join us as a Financial Services Administrator and take the first step towards a rewarding career in finance

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