Business Administrator, Limerick

FDC Financial Services is a long-established Irish financial planning firm providing personalised, locally delivered financial advice to individuals, families, and businesses. With over 50 years of experience and a nationwide presence of more than 50 offices, the company focuses on helping clients build secure financial futures through tailored planning, protection solutions, and long-term strategic guidance. They operate with a client-first, partnership-driven approach, offering professional advice while maintaining strong local relationships.

We are currently recruiting for a full time Business Administrator to join our team in the Limerick office. The role will involve administration and operational support to a Financial Consultant. The ideal candidate will be a fast learner, enthusiastic, meticulous and proactive and in turn you will gain an opportunity to join a welcoming and dynamic team within a well-known and unrivalled Financial Services Company where progression, opportunity and professional development is promoted and encouraged.

Responsibilities

Working closely with the Financial Consultant on client file management

End to end Client file and case management

Call handling (inbound and outbound)

Diary, phone and email management

Processing and overseeing new business applications

Ability to service queries on new and existing business

Manage relationships with product providers, underwriters and clients

Ensuring compliance, accuracy, and timeliness in all documentation and processes

Preparation of reports, quotes and file reviews

Effective client data management for all project needs

Maintain up-to-date and accurate customer records and databases

Address additional administrative or clerical duties as they arise

Utilise your knowledge of the local area to enhance customer interactions and support business activities

Key Competencies and Skills required

Previous experience in administrative or similar role within financial services or regulated environment

Demonstrate ability to manage complex tasks with minimal oversight

Strong interpersonal skills, with ability to handle confidential information

A proven team player who can also work autonomously, demonstrating initiative

Proficient in Microsoft 365 suite

Good attention to detail and high levels of accuracy

Ability to multi-task

Excellent organisation skills with the ability to meet deadlines and prioritise workloads

FDC Financial Services Ltd is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. FDC Financial Services Ltd is regulated by the Central Bank of Ireland.

FDC Benefits

Occupational Pension Scheme

Aviva Care

Death in Service benefit

Generous EAP programme

Income Protection

Bike to work scheme

Employee assistance program

Company events

Additional leave

Schedule: Monday to Friday Job Type: Full-time, Permanent Work Location: In person

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