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Accounting & Finance

Job Description

An Administrator is required by CareerWise Recruitment to join a well established Financial Advisory client company . Please contact Diarmuid Buckley for full details.

Role of this position

  • Managing pipeline of business from start to finish which includes the processing of pensions, investments and protection policies.
  • Interact daily with some of Irelands largest Life Insurance Companies and will ensure effective communication flow between Account Managers and Financial Advisors.
  • Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner.
  • Communicate with clients over phone and email keeping them updated on the progress of their application/s.
  • You will take ownership of all aspects of our corporate client book which includes providing quarterly updates to clients.
  • Be responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements.
  • support Financial Advisors with any ad hoc administration duties.

JOB REQUIREMENTS

  • 2-3 years' experience in the Life, Pensions & Investments industry
  • QFA qualified (or almost complete)
  • Knowledge of Anti Money Laundering requirements and compliance procedures

Please call Diarmuid Buckley today for further information on 021- 4355432 or email: dbuckley@careerwise.ie
CareerWise Recruitment (In Search of Excellence) Established in 1999, CareerWise Recruitment specialises in recruitment of management and technical professionals for the life sciences, ICT, engineering, food and agri sectors. We operate out of multiple locations in Ireland and have offices in Cork, Shannon, Galway, Mayo and Dublin. By applying for this position, you are consenting to allow CareerWise Recruitment to process and retain your data in accordance with our Privacy Policy, contained on our website for the purposes of providing career opportunities. CareerWise Recruitment accepts that you do not wish your personal data, including your CV, to be forwarded to any client company without your prior consent and gives an absolute assurance that this wish will always be respected. Please feel free to contact us if you have any queries or wish to withdraw or amend your consent.

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Accounting & Finance

Cork Office

CareerWise Recruitment. EastGate Village, EastGate, Little Island, Cork.

Phone: +353 (0) 21 206 1900

Email: info@careerwise.ie