Skip to main content

“This opportunity would suit an experienced and career driven Financial Services administrator, who is seeking to progress themselves within a reputable established and ambitious firm”


Role & Responsibilities:

  • Supporting the Cork Director in administration and maintenance of an established Mortgage and Life & Pension business.
  • Liaising with private clients, building relationships, and responding to their needs,
  • Preparation & Packaging of application forms and annual benefit statements and review documentation,
  • Liaising with Banks and Insurance companies, Solicitors, build relationships with key stakeholders and ensuring clients needs are met
  • Supporting Cork Director in meeting preparation, including market analysis and research
  • Ensuring compliance procedures are followed and relevant files and recorded and maintained.
  • Managing client queries and existing client arrangements
  • Attend client meetings alongside the financial advisers to provide support
  • – Keep up to date with financial legislation and industry developments
  • Any other ad-hoc tasks that may arise.



  • Ideally 3-5 years Mortgage Life & pensions administration experience, preferably with intermediary experience.
  • QFA or other relevant qualification a must,
  • Excellent communication and interpersonal skills
  • – Attention to detail and ability to perform well under pressure
  • Ability to work both independently and as part of a team
  • Experience of financial intermediary market an advantage but not a requirement.
  • Proficient in MS office packages; specifically, Excel and Word
  • Excellent interpersonal skills, good ability to multitask and meet deadlines
  • Ability to work in a fast paced environment
  • Motivated with an ability to take ownership and with strong attention to detail
  • Ability to use discretion and maintain confidentiality at all times.
  • Compliance focused with good understanding of compliance & GDPR responsibilities


Apply Now: [email protected]