QFA Administrator, €30,000 - €35,000 DOE (Dublin 12)
We are recruiting a QFA Administrator to join our customer in Ballymount, Dublin 12. The successful candidate will have experience in a similar role along with experience working in a corporate culture. The successful candidate will be responsible for ensuring client files are fully compliant and pipelines are proactively managed. You will work closely and collaboratively with our Sales Manager and Operations Director. Attractive package including fantastic benefits. Salary for this role will be between €30,000 and €35,000 DOE.
Continue the Development of a strong service ethos.
Provide leadership to an already highly professional team.
Support and Encourage team members by implementing initiatives to improve service.
Manage and Support the daily operation of team members.
Plan and co-ordinate the daily allocation of work.
Manage and Support change within the team and department in relation to service, operation and technology.
Cross training of all departments within the business will be required.
Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
Preparation of reports in advance of meetings.
Preparation & Implementation of client recommendations.
Maintain existing client relationships on a scheduled basis.
Proactive management of the Protection/Pension and Investments Pipeline.
Track & report on weekly proposals and completed files.
Provide support to the Office Manager by delivering team stats, pipeline overview and technology enhancements.
Respond to client queries, both simple and complex in an efficient and professional manner.
Conduct telephone applications with clients.
Achieve pre-agreed targets by assisting in the preparation and analysis of management information in line with the long-term planning.
Work on all areas of client finances including accumulation, extraction, retention and protection of client wealth.
At least 2 years’ experience working in an administration role with the Financial Services Industry.
A strong knowledge of all Life, Pension and Investment products available to the Broker market.
Excellent Report writing skills.
Strong understanding of compliance issues.
Strong time management skills.
Knowledge of retention techniques and customer needs.
A passion for providing excellent customer service.
Enthusiastic and self-starter approach.
Excellent interpersonal skills.
Strong Experience with CRM software.
Ability to multitask.
Be a team player who thrives working with a tight knit company.
An excellent working knowledge of Microsoft Office, including Excl.
€30,000 - €35,000 DOE
Death In Service Protection
Company days off at Christmas