Andrew Hendrickx
Our client is a dynamic financial planning brokerage Specialising in Pensions, Investments, Protection, and Mortgages. Their growing team includes three principal directors and eight talented professionals, all working from their modern office in Ashbourne.
They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.
Key Responsibilities:
- Administration and servicing of life assurance policies
- Processing and managing pension scheme documentation and queries
- Preparing and reviewing investment portfolio valuations
- Ensuring compliance with all regulatory requirements
- Supporting sales and advisory teams with client onboarding and follow-ups
- Managing client queries with professionalism and efficiency
- Maintaining accurate records and updating internal CRM systems
Candidate Requirements:
- APA (minimum requirement) QFA qualification preferred.
- Min 2 years’ experience in financial services
- Strong knowledge of Irish life assurance, pension, and investment products
- Exceptional attention to detail and high standards of client service
- Strong organisational and communication skills
- Ability to work well both independently and as part of a collaborative team
- Proficiency in Microsoft Office and familiarity with CRM/database systems
Salary & Benefits:
- Competitive salary of €35,000 – €45,000, depending on experience
- Discretionary annual bonus
- Hybrid working model (after onboarding period)
- Generous pension scheme
- CPD support and funding for further professional development
- A supportive and friendly team culture focused on personal and professional growth
If you’re passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Andrew Hendrickx.