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Job Description

Due to continued growth, our client is looking to add an experienced Financial Planning Administrator to their successful Financial Planning team. The successful candidate will work with a wide portfolio of both scheme-based and individual clients providing compliance and administration-related activities.

Role

• Provide support for to Financial Planning sales team

• Maintain existing client files and take ownership of a digital transformation project.

• Maintaining up-to-date records of client contact and activity, communicating updates with others as appropriate.

• Establishes and broadens excellent relationships with clients and internal teams.

• Takes a proactive approach to client issue resolution; escalating where necessary and seeing through to resolution.

• Structures information to meet the needs and understanding of the intended audience.

• Proactively reviews client activity and supports stakeholders in the engagement of new or existing clients.

• Gather and understand client intelligence and identify commercial opportunities where appropriate.

• Provide accurate, compliant, and timely client reports

• Support the delivery of client management information and promote online activity with the team.

• To act as the clients’ primary point of contact and to coordinate client responses, liaising with other team members and departments as appropriate.

• Proactively maintain standards, working practices, and behaviors of the Client Support Management team.

Skills/Education/Experience:

• QFA / APA is essential

• 5Yrs+ in Financial Services working with Pension & Risk Schemes

• Excellent computer skills – Word, Excel, CRM

• Excellent communicator (Written and Verbal)

• Strong interpersonal skills

• Ability to work on own initiative.

Remuneration

• Excellent Salary (DOE)

• Health Insurance

• PHI / DIS

• Contributory Pension

• Educational Assistance

Reference ID: SBEP346

Job Types: Full-time, Permanent

Salary: €35,000.00-€40,000.00 per year

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