Sales Support Administrator

Client Services Execs, Financial Administrators, Paraplanners and Welcome Advisors - and all interested in a financial services role holding the APA or QFA - this is the role for you! We are seeking a highly organised, detail-oriented, and proactive Sales Support Administrator to join the Cork team of a fast expanding financial services brokerage with 60+ staff. Full training will be provided. This role is ideal for a motivated individual with excellent communication skills who thrives in a fast-paced, deadline-driven environment.Salary: €40-47k based on experience.5 days in officeA Brokerage Currently attracting progressively more and more much sought after clientele and are continuously growing their pool of clients at the momentThe opportunity to effectively shadow one of the most successful wealth advisors in the country, and to assist in delivering quality financial advice.Key Responsibilities:Provide exceptional support to our Financial advisors.Review all documentation to ensure accuracy and compliance with contractual requirements.Assist with insurance and pension administration for an extensive client base.Liaise with Life Assurance and Pension companies to manage client cases effectively.Manage and maintain client data using our Customer Relationship Management (CRM) system.Oversee administration of the new business pipeline and processes.Build and maintain strong client relationships.Prepare and manage client files and reports with high attention to detail.Collaborate closely with financial planners and colleagues to deliver excellent service.Ensure compliance with regulatory requirements and internal policies.Respond to client and internal queries promptly and professionally.Provide general administrative support to ensure smooth team operations.Qualifications and Experience:Minimum 2 years’ experience in an administrative role, ideally in financial services.Excellent organisational skills and strong attention to detail.Proficiency in Microsoft Word and Excel.Experience with CRM or data management system an advantage.Strong verbal and written communication skills.Ability to work independently as well as collaboratively within a team.A proactive approach, with a willingness to learn and contribute innovative ideas.Knowledge of financial services and/or QFA qualification a distinct advantage.We at Search Talent are encouraging anyone who even wants to consider the best option for them in the financial advisory market at the moment, and with a background assisting advisory in a brokerage, to come into contact and we can discuss if this is the best option for you before taking a step further.Reach out to David O’Beirne, Principal Recruitment Consultant, on 019639312 or at davidob@searchtalent.ie for further details.