Administrator – Financial Services experience essential

Protection products Financial Services Administrator

  • £0 - £25k
  • Bangor
  • Permanent Full-Time
  • Full Time

Administrator (Financial Services /Life Insurance /protection products)

County Down

£21-£23k neg

 

Our client is a fast-growing financial services advisory business who are becoming a leading employer in the North Down area.  They currently employ over 25 Compliance/Protection administrators in a centralised team.

The purpose of the role is to provide an effective and efficient support service to the department and dedicated IFA’s. You will be responsible for administering and progressing life insurance applications, managing leads, and liaising with clients and consultants.

This is a fantastic role with a competitive benefits package and the opportunity to obtain recognised financial qualifications.

Key Duties

  • Providing full administrative support to the existing Protection Team.
  • Accurate data entry.
  • Submitting and progressing protection applications to completion.
  • Liaising with providers ensuring that products are in place within the required timescale.
  • Ensuring all advice is accurate and meets with financial regulations.
  • Preparing and submitting files to providers and compliance.
  • Managing your own workload and diary.
  • Adhoc admin duties.

Essential Criteria

  • Experience in life insurance administration.
  • Knowledge of processing applications with insurance companies/ life offices.
  • Have a good understanding of the protection market.
  • Excellent IT skills
  • Excellent communication skills.
  • Strong attention to detail.
  • Self-motivated and results orientated.
  • Problem solving skills and enjoys working in a fast-paced environment.

There are currently 2 positions within the team.  If you would like to find out more about these posts please get in touch with Sara McKinty in complete confidence – sara@mckintyassociates.com

Please fill out the simple form if you would like to apply for this role.



To apply for this role please forward your CV to Sara McKinty at sara@mckintyassociates.com or tel on 078 7293 2237 to discuss further.