Milestone Advisory Seek Financial Services Administrator. Milestone Advisory is an operating division of CIF Pension Administration Services (CPAS), established by the CIF in 2006 to provide a professional pension administration service to the construction and related industries.
Milestone Advisory is an Irish company with a strong, deep-rooted history in construction and related industries and understand the needs of our clients, helping them achieve their financial goals. Milestone Advisorye are a team of qualified financial services consultants, based in Dublin City Centre, working with clients to review their finances and make better decisions to protect their future, their families and their businesses.
Milestone Advisory Seek Financial Services Administrator
ABOUT THE ROLE
Primarily to provide administration and sales support to the financial services consultant, existing clients and new business pipeline.
These duties include:
- Communicating with clients via email, telephone and in person (telephone enquiries, email and letter correspondence).
- Creating and managing client files in line with Central Bank compliance, regulatory and ethical requirements.
- Inputting Life Assurance applications online and preparing Life and Pensions Quotations online and keeping clients updated on progress of same.
- Administration of Group Life Assurance and Income Protection policy. Processing and running claims, liaising with financial institutions, solicitors, GPs and any other outstanding requirements.
- Sales support and proactive pipeline management.
- Preparing and maintaining paperwork for internal reporting and analysis.
- Competitor analysis and market research.
- Liaising with the compliance team regarding client file audits.
- Reviewing and updating policies and procedures.
- Other ad hoc administration and project work as required.
REQUIREMENTS
Essential
- QFA qualified or have completed QFA modules in Life Assurance, Pensions, Investment and Regulatory (APA Life, Pension and Investments) with plans to finalise QFA.
- Experience in brokerage, life and pensions or investments industry.
- Ability to work on own initiative, multi-task and prioritise workload.
- Excellent attention to detail, while working to tight deadlines.
- Strong interpersonal skills with an excellent telephone manner.
- Proficient in MS office suite, with particular emphasis on Excel.
- Fluent verbal and written English language skills.
Desirable
- Call centre, sales or cold-calling experience.
- Knowledge of the FS regulatory and compliance environment (i.e. Central Bank regulations and consumer protection code).
- An understanding of AML, Data Protection and Information security
ABOUT YOU
- A credible individual, who is personable and professional, confident and self-assured, with a positive, pro-active, can-do attitude.
- Commercially aware, with an ability to spot business opportunities and grow the business.
- A team player, who can quickly build positive internal and external working relationships.
APPLY NOW
Interested applicants should forward a CV and cover letter, outlining suitability for the role, to the HR Manager (hr @ cpas.ie).
Milestone Advisory is an operating division of CPAS
Milestone Advisory DAC t/a Milestone Advisory is regulated by the Central Bank of Ireland/
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