Financial Services Administrator

at  Sherry FitzGerald

The responsibilities & capabilities required for the role of Financial Services Administrator– Financial Services are listed below:

REQUIREMENTS:

• Previous experience in a Broker and/or Financial Service (Sales/Product) role essential.
• Previous experience in an administration role
• Ideally APA’d in Life and Loans or working towards APA/QFA
• Excellent interpersonal and communication skills, with ability to multitask
• Accuracy with a strong attention to detail and numeracy skill
• Proficient in MS office packages; specifically Excel and Word
• Ability to use discretion and maintain confidentiality at all times.
  Sherry FitzGerald is an equal-opportunity employer. All job applicants are considered solely on their ability to do the job and selection criteria will firmly reflect the needs of the job

• Contribute to the overall Financial Service sales targets and business goals by providing administration support to the Sherry Fitzgerald Financial Advisor team.
• Responsible for accurate and timely input of mortgage and life applications online – “Right First Time” approach.
• Proactively contact clients, via phone and email, to ensure they are kept updated on the progress of their application.
• Proactively manage pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure.
• Responsible for ensuring all client communication and application updates are recorded on the CRM system.
• Build strong working relationships with Sherry Fitzgerald Financial Advisors and various lenders relationship managers.
• Responsible for ensuring individual compliance with all Sherry Fitzgerald Group policies and compliance standards.
• Work closely with Admin team and Financial Advisor colleagues to assist in sales process as required; ensuring the clients best interests are at the forefront of all interactions.
• Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge.