Hastings Insurance are seeking to recruit a Financial Advisor Support Specialist to join our Financial Services team in Dublin. This role will support the existing team of Financial Advisors. The Role
Manage the processing of new business applications in Pension, Investments, and Protection products, dealing directly with the relevant insurers to ensure these are processed in an accurate and timely manner.
Communicate with clients over the phone and email keeping them updated on the progress of their application/s.
Produce and send out client correspondence, including policy documentation at both new business and renewal stage.
Proactively service client’s on-going requirements, in an efficient and customer focused manner, arranging Financial Advisor review where necessary.
Support with the preparation of regular policy reviews;
Generate risk assessment results and produce statements of suitability and other reports;
Collaborate with internal teams to maximize customer success and revenue growth.
Fully comply with all relevant regulatory requirements, in particular the Fitness & Probity Standards.
The Person
Experience in an administration role required.
Financial Brokerage experience and relevant product knowledge an advantage.
QFA qualified or part-qualified is an advantage but not a requirement.
Excellent communicator
Highly motivated, enthusiastic and driven to achieve & exceed targets
Demonstrated problem solver, ability to deal with client issues/problems in a polite and professional manner
Be able to demonstrate strong knowledge on the application of the Consumer Protection Code 2012 in a financial services firm
Be able to demonstrate a knowledge of the market search engines, insurers software and, client management systems
Job Type: Full-time Pay: €30,000.00-€40,000.00 per year Additional pay:
Performance bonus
Benefits:
Additional leave
Bike to work scheme
Company events
Sick pay
Wellness program
Schedule:
Monday to Friday
No weekends
Ability to commute/relocate:
Dublin 2, CO. Dublin: reliably commute or plan to relocate before starting work (required)
Work authorisation:
Ireland (required)
Work Location: Hybrid remote in Dublin 2, CO. Dublin