The Role:
- Provide administrative support to Financial Advisors
- Liaising with clients / life companies / solicitors / valuers
- Ensure all client communication and application updates are recorded on the CRM system
- Build strong working relationships with Financial Advisors and various lenders
- Ensuring team are compliant with policies and compliance standards
- Assist Junior colleagues with sales processes
- Manage and coach a team of Financial Service Administrators to achieve their KPIs
- Manage the workload across the team
- Manage employee performance on an ongoing basis
- Work closely with Operations Manager to review, maintain and improve processes where required
- Minimum 3 years’ experience in an administration role within a brokerage or financial services firm
- Previous experience as a team lead/manager desirable
- Ideally APA’d in Life and Loans or working towards APA/QFA
- Excellent interpersonal skills
- Ability to multitask
- Strong attention to detail and numeracy skill
- Proficient in MS office packages
Please send your CV to nmccabe@eirkoo.ie if you are interested in the role.
