Finance Specialist

Job description

Finance Specialist

Our client is a regulated brokerage based in Rathcoole, Co. Dublin, specialising in financial planning, insurance, pensions and investments.

They are seeking a QFA Finance Specialist for a 6 month contract (possibly extended)

Role Overview:

The Sales Support Executive is a key role within Clear Financial, responsible for assisting our team of Financial Advisers in the sales process and with managing client relationships. This role involves a variety of tasks related to client management, compliance, and administrative support, ensuring the efficient and effective operation of our sales activities.

Key Responsibilities:

1. New Business Support:

1. Assist the New Business and Compliance Manager in various aspects of new business development and client management.
2. Contact life companies to gather details on existing policies for potential clients.
3. Produce tailored quotations based on the client\’s profile and specific requirements.

2. Client Information Management:

1. Maintain and update client information in our CRM system (with training provided).
2. Collect and organise details on investment and pension funds, including performance data.
3. Prepare Client Policy Summary Reports, presenting gathered information clearly and accurately.

3. Application Processing:

1. Submit life and pension policy applications online to relevant life companies.
2. Track and monitor application progress, liaising with Life Companies and Pensioner Trustees to ensure successful processing.
3. Handle client queries or correspondence related to their applications, ensuring timely and accurate responses.

4. Adviser Support:

1. Provide ad-hoc support to Financial Advisers, including meeting clients to deliver or collect documentation.
2. Assist Financial Advisors with any additional requests to facilitate the sales process and enhance client service.

5. Compliance and Conduct:

1. Strictly adhere to compliance procedures, the Consumer Protection Code, and industry codes of conduct in all activities.
2. Actively engage with all Clear Financial Advisors to maintain accurate client records and manage the sales pipeline on BIS.

Qualifications and Skills:

1. QFA
2. Strong organisational and multitasking abilities.
3. Excellent communication skills, both written and verbal.
4. High attention to detail and accuracy in data management and reporting.
5. Familiarity with financial products, particularly life and pension policies, is an advantage.
6. Ability to work collaboratively as part of a team and independently when required.
7. Proficiency in using software systems for client management (training will be provided).

What We Offer:

1. A dynamic and supportive work environment.
2. Hybrid working
3. Opportunities for professional growth and development.
4. Comprehensive training on BIS and other relevant tools.
5. Competitive salary