Find Your Next Job

Financial Services Administrator

Posted on Aug. 1, 2025

  • Dublin, Ireland
  • 0 - 0 USD (yearly)
  • Full Time

Financial Services Administrator

Apply to 500+ LinkedIn Jobs Automatically


Sherry FitzGerald Financial Services is a growing company within the Sherry FitzGerald Group incorporating our Mortgages and Life & Pensions businesses. With over 20 years’ experience in the financial services sector, we give our clients expert financial advice at every stage of their financial journey, from mortgages & insurance to pensions & investments.


Sherry FitzGerald Financial Services are looking to recruit a Financial Services Administrator to join the Financial Services team.


Roles and Responsibilities

  • Contribute to the overall Financial Services sales targets and business goals by providing administration support to the Sherry FitzGerald Financial Advisor team.
  • Support the Sherry FitzGerald Financial Advisor team at different stages of the mortgage and life assurance sales journeys (pre-approval and post-approval).
  • Review client documentation to support Advisors with the preparation of new business applications.
  • Responsible for accurate and timely input of mortgage and life insurance applications online – “Right First Time” approach.
  • Proactively contact clients, via phone and email, to accelerate their application and ensure they are kept updated on the progress of their application.
  • Proactively manage pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure.
  • Responsible for ensuring all client communication and application updates are recorded on the CRM system.
  • Build strong working relationships with Sherry FitzGerald Financial Advisors and various lenders relationship managers.
  • Responsible for ensuring individual compliance with Sherry FitzGerald Group policies and compliance standards.
  • Work closely with Administration team and Financial Advisor colleagues to assist in sales process as required; ensuring the clients best interests are at the forefront of all interactions.
  • Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge.

Requirements:

  • Previous experience in a Broker and/or Financial Services role essential.
  • Previous experience in an Administration role.
  • Ideally APA’d in Life and Loans or working towards APA/QFA.
  • Excellent interpersonal and communication skills, with ability to multitask.
  • Accuracy with a strong attention to detail and numeracy skill.
  • Proficient in MS office packages; specifically Excel and Word.
  • Ability to use discretion and maintain confidentiality at all times.

Sherry FitzGerald is an equal opportunity employer. All job applicants are considered solely on their ability to do the job and selection criteria will firmly reflect the needs of the job.


Apply to 500+ LinkedIn Jobs Automatically


Share with Friends!

Similar Jobs


Carillon Assisted Living Carillon Assisted Living

Executive Director

At Carillon Assisted Living, we blend luxuries with amenities to exceed expectations for senior liv…

Full Time | Raleigh, United States of America

Apply 22 hours, 15 minutes ago

spector spector

Part-Time Bookkeeper / Finance Administrator

The Role Currently seeking a reliable and experienced part-time Bookkeeper / Finance Administrator…

Part Time | Dublin, Ireland

Apply 2 days, 20 hours ago

WTW WTW

Life And Pensions Administrator

Description Behind Every Great Advisor is a Great Administrator – Be the Difference WTW&rsq…

Full Time | Dublin, Ireland

Apply 2 days, 20 hours ago

Healthcare Services Group Healthcare Services Group

Pipeline For Fa - Fsd - Lisa C

Overview Role: Food Service Director / Dining Services Director / Dining Services Manager / Dining …

Full Time | Southington, United States of America

Apply 2 days, 22 hours ago

A&L Goodbody A&L Goodbody

Financial Regulatory Lawyer

Our market leading Financial Regulation Advisory team facilitate a coordinated and cutting-edge app…

Full Time | Dublin, Ireland

Apply 4 days, 20 hours ago

Connect Credit Union Connect Credit Union

Office Administrator/Receptionist

About Us:At Connect Credit Union we are dedicated to serving our community by providing exceptional…

Full Time | Blackrock, Ireland

Apply 4 days, 20 hours ago

Electricity Supply Board (ESB) Electricity Supply Board (ESB)

Corporate Social Responsibility Team Specialist X 2

Vacancy Number: 27175 Category: Business Job Type: Full-time Position Description Are you enthusi…

Full Time | Dublin, Ireland

Apply 2 weeks ago

Communicare Michigan LCC Communicare Michigan LCC

Care Coordinator

Job DescriptionFacilitate clinical case management duties that will ensure the best coordination of…

Full Time | Troy, United States of America

Apply 2 weeks ago