Financial Services Administrator

We are currently recruiting for a full time Financial Services Administrator to join our team in our Cork city office. The role will involve high-level administration and operational support to a Financial Consultant.

We are seeking for a professional with proven experience in financial services or a similar environment. The ideal candidate will be a fast learner, enthusiastic, meticulous and proactive and in turn you will gain an opportunity to join a welcoming and dynamic team within a well-known and unrivalled Financial Services Company where progression, opportunity and professional development is promoted and encouraged.

A QFA/ APA qualification is highly desirable but not essential, candidate working toward certification or with equivalent experience will also be considered.  

Responsibilities:

• Diary, phone and email management


• Working closely with the Financial Consultant on client file management


•  End to end Client file and case management


• Processing and overseeing new business applications


• Ability to service queries on new and existing business


• Manage relationships with product providers, underwriters and clients


• Ensuring compliance, accuracy, and timeliness in all documentation and processes


• Preparation of reports, quotes and file reviews


• Maintain up-to-date and accurate customer records and databases


• Address additional administrative or clerical duties as they arise


• Utilise your knowledge of the local area to enhance customer interactions and support business activities


• Contribution to process improvements and office operations

Key Competencies and Skills required:

• A QFA/ APA qualification is highly desirable


• Previous experience in administrative or similar role within financial services or regulated environment


• Demonstrate ability to manage complex tasks with minimal oversight


• Strong interpersonal skills, with ability to handle confident information and sensitive information


• A proven team player who can also work autonomously, demonstrating initiative


• Proficient in Microsoft 365 suite


• Good attention to detail and high levels of accuracy


• Ability to multi-task


• Excellent organisation skills with the ability to meet deadlines and prioritise workloads

FDC Financial Services Ltd is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.

FDC Financial Services Ltd is regulated by the Central Bank of Ireland.

FDC Benefits:

• Occupational Pension Scheme


• Aviva Care


• Death in Service benefit


• Generous EAP programme


• Income Protection


• Bike to work scheme


• Employee assistance program


• Company events


• Additional leave

Schedule: Monday to Friday

Job Type: Full-time, Permanent

Work Location: In person