Company Description
Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 38,000 clients and manage €3 billion in assets under management.
Our comprehensive services include financial planning, retirement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 16 locations in Ireland, we pride ourselves on our client-centric approach to financial success.
Role Description
The role is to manage new business applications for life/protection, pensions, savings and investment policies from receipt to policy issue. The successful candidate will have responsibility for delivering an efficient, accurate and professional service. The role involves working with both brokers and life companies. This is a fantastic opportunity for an administrator who is looking to progress their career within the Financial Services sector and gain exposure to various areas within the industry.
Key Duties & Responsibilities
Support the new business function in the area of Life & Pensions
Working closely with Senior Administrators and Financial Advisors
Processing new business applications with various life companies such as Aviva, Royal London, Zurich and New Ireland
Tracking the progress of new business applications and collecting any additional requirements
Dealing with relevant life companies via e-mail and phone
Dealing with relevant brokers via e-mail and phone
Ability to work off your own initiative
Excellent administration skills
Ideally good knowledge of the life/protection and pensions market
Excellent communication and interpersonal skills with an ability to work effectively as part of a high performing team
Good problem-solving skills, and eager to learn
Interest in progressing with relevant studies – QFA and/or related exams
Professional and client-oriented approach
Strong communication skills
Customer focused
Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
Excellent attention to detail required
Proficiency in Microsoft Office suite
Ability to live and work in the Republic of Ireland without restriction
Experience working in Financial Services
Customer First
Building and Maintaining Relationships
Drive for Results
Technical Competence
Planning & Organising
Person Specification
Knowledge, Education & Experience
Excellent administration skills
Ideally good knowledge of the life/protection and pensions market
Excellent communication and interpersonal skills with an ability to work effectively as part of a high performing team
Good problem-solving skills, and eager to learn
Interest in progressing with relevant studies – QFA and/or related exams
Professional and client-oriented approach
Essential Skills & Abilities
Strong communication skills
Customer focused
Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
Excellent attention to detail required
Proficiency in Microsoft Office suite
Ability to live and work in the Republic of Ireland without restriction
Experience working within the regulated financial services space (desirable)
Behavioural Competencies
Customer First
Building and Maintaining Relationships
Drive for Results
Technical Competence
Planning & Organising