Our financial services client is a leading provider of self-directed pension structures in Ireland. An agile, enthusiastic and knowledgeable team that has been built over 20 years together encompassing a wide range of experience and talent. The working environment is innovative and challenging, working alongside supportive and engaging colleagues. Their company values embody trust, professionalism, honesty, respect, integrity and a good sense of humour.

This is an entry level position with the potential for the right candidate to gain experience within various departments and to progress their career in a growing company. The position will be varied and challenging, therefore you must be able to work with changing priorities and to tight deadlines. Your daily responsibilities will include the following, as well as other duties deemed appropriate by the management.
  • New / Existing Business administration – logging receipt of documentation received, noting and checking supplementary documents received / outstanding, processing applications & cheques and forwarding them to the bank, where relevant, for further processing.
  • Data entry, data validation, data updating of the company’s CRM system.
  • Corresponding with brokers and sales team regarding documentation queries / outstanding documentation by both written form (email and letter) and oral.
  • Providing daily updates to management and sales team.
  • Working closely with other team members to ensure prompt issue of documentation and that all service level agreements are met.
  • Processing investment and invoice documents and related payments.
  • Providing valuations upon request and liaising with brokers and product providers for any relevant investment information.
  • Monitoring Outlook inbox and replying to queries or forwarding to the appropriate staff member.
  • Logging the post received and preparing outgoing post for delivery to postal services.
  • Ad-hoc and general office tasks such as photocopying, scanning, emailing, posting, reconciliations, data checking, etc.


  • Positive and energetic outlook and willingness to learn.
  • Strong Microsoft Office skills (Excel, Word etc).
  • Organised approach to administration, ability to multitask and prioritise.
  • Professional telephone manner.
  • Accuracy, attention to detail.
  • Excellent communication skills to interact appropriately with colleagues, supervisors, management, brokers and clients.
  • Previous financial services experience an advantage, but not essential.

Get your CV into us today for an opportunity to nurture your ambition to learn in and progress your career. 



To apply for this position, fill in the form below and we will get back will get back to if you are an appropiate candidate for the role.