Financial Services Administrator (Mortgages&Life Insurance), Dublin
Financial Services Administrator (Mortgages&Life Insurance), Dublin
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Dublin, Ireland
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Posted: yesterday
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Description
Title: Financial Services Administrator (Mortgages&Life Insurance) Job Purpose To provide comprehensive administrative support to mortgage and protection advisers, ensuring the smooth processing of mortgage and life insurance applications, maintaining compliance with regulatory requirements, and delivering excellent customer service throughout the client journey. Key Responsibilities Manage the end-to-end administration of mortgage and protection (life insurance) applications Liaise with clients, lenders, insurers, and solicitors to gather required documentation and updates Accurately input client data into CRM and provider systems Track and manage application progress, chasing outstanding requirements to ensure timely completions Assist advisors with daily appointments Ensure compliance with GDPR and internal processes Maintain accurate and up-to-date records of pipeline/sales Support advisers in meeting service-level agreements (SLAs) and client expectations Communicate professionally with clients via email, phone, and written correspondence Contribute to the continuous improvement of admin processes and client service delivery Salary:€34k Rewards and benefits: Defined contribution (DC) pension scheme (up to 5% company contribution) Hybrid working model - 3 days in the office (Tuesday - Thursday) 22 days annual leave plus two company days (increasing to 23 days after two years of service) Private health insurance with Laya Healthcare Tax-free Voucher each Christmas Quarterly staff parties and events Fresh fruit every Tuesday Pizza every second WednesdayTPBN1_IJ
Highlights
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Company namebonkers.ie
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Job positionFinancial Services Administrator (Mortgages&Life Insurance)
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Financial Services Administrator (Mortgages&Life Insurance) has been posted in the Dublin Administrative & Support category on Locanto.
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