We are hiring a part-time Office Administrator in Life & Pensions Operations Support for an immediate start in our fast-growing broker firm in Dublin 7.
As an Office Administrator you will work closely with the company directors and be responsible for ensuring that all the processes associated with the firm’s life and pensions policy sales are progressed efficiently and that proper records are kept to comply with regulatory requirements.
ROLE
This is an opportunity for someone who is familiar with the industry and who wants to work in a flexible manner both in terms of hours and location.
We only require that there is a minimum commitment of 16 hours per week at our office location – the days and times can be mutually agreed.
Extended weekly hours can also be discussed and mutually agreed (this could include some working from home options if desired).
This position would also suit applicants who can meet the following requirements;
- You have already worked in a similar role in the personal finance sector.
- You are flexible and might be open to new opportunities beyond your current role.
- You are are friendly, personable and confident in any client-facing setting be it by phone or email correspondence.
- You are QFA qualified (ideally or are currently taking exams in same).
- You can manage the administration of the entire sales cycle from initial opportunity to client fact-find to private medical report sourcing to policy underwriting and closure.
- You will be comfortable using a customer relationship management database system (e.g. Wealthtrack), electronic signature tools (e.g. Docusign) and have attention to detail in maintaining proper records for Central Bank and GDPR compliance.
THE BUSINESS
PHD Financial Services Ltd T/A Ocean.ie / Ocean Finance is a boutique brokerage based in Finance House, Prussia Street in Dublin 7 right alongside the forthcoming Technology University for Dublin campus and within handy reach of the Luas, bus services and free car parking.
You will be joining a firm which is at the vanguard of a revolution in personal finance which combines our own proprietary digital technology platform and paperless policy writing with a human-centric approach to building sustainable financial relationships with clients.
REMUNERATION
As stated above, there is flexibility in terms of the weekly hours commitment so a rewarding salary arrangement can be arranged to suit and will be based both on work experience hitherto, aptitude and performance going forward.
