If you’re looking to build a long-term career in Financial Services, this is an opportunity to gain hands-on experience in a client-focused environment while developing strong administrative and technical skills.

You’ll join an established financial services organisation where you’ll work closely with experienced advisers and supportive managers, gain valuable client exposure, and have the opportunity to progress your knowledge through further study and professional qualifications. The role is based onsite in modern Dublin offices.

The role

As Client Services Administrator, you’ll play an important part in supporting advisers and clients across pensions, investments and life assurance. You’ll manage client cases from application through to completion while ensuring records, documentation and regulatory requirements are handled accurately.

• Manage client documentation and keep records accurate and up to date.
• Prepare and process client application forms on behalf of advisers.
• Manage new business cases across pensions, investments and life assurance.
• Track applications from initial submission through to policy issue.
• Liaise with clients, advisers, internal teams and external providers by phone and email.
• Keep clients updated on applications and help resolve day-to-day queries.
• Support AML, KYC and other compliance requirements when processing business.
• Provide wider administrative and operational support across the team.

Is this you?

• You’re organised, detail-focused and comfortable managing competing priorities in a busy environment.
• You communicate confidently with clients and colleagues and enjoy delivering a high standard of service.
• You are currently studying towards the Professional Diploma in Financial Advice (QFA), or are willing to actively work towards the qualification. Previous experience in financial planning or financial services would be an advantage.

What’s on offer

• An opportunity to grow your career within Financial Services.
• Direct exposure to clients, advisers and a range of financial products.
• The chance to strengthen your administration, case-management and technical knowledge.
• Support for continued learning and professional study.
• Experienced and supportive managers who can help you develop within the organisation.
• Modern office environment.
• On-site working model.
• Salary and benefits are not being disclosed at this stage.

How to apply

To find out more, reach out to Michael Gorman or apply with your CV below.

Engage People is a multi-award-winning recruitment agency. We specialise across Accountancy, Financial Services, Technology, and Real Estate. To learn more about how we help create winning partnerships between professionals and organisations, get in touch today.