Senior Administrator – Team Lead

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 Senior Administrator – Team Lead to join the Financial Services team.

Administration Responsibilities:

• Responsible for providing administrative support to Senior Financial Advisors.
• Proactively contact clients, via phone and email, to 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 Lender relationship managers.
• Responsible for ensuring individual compliance with all Sherry FitzGerald Group policies and compliance standards.
• Work closely with the Admin team and Financial Advisor colleagues to assist in the 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.

Team Lead Responsibilities:

• Supervision and coaching the Financial Services Administrator team to achieve their performance objectives.
• Manage the administrative workload across the team, ensuring that there is sufficient cover throughout while ensuring that all employees take the required leave and rest periods.
• Work with Operations Manager to review, standardise and streamline all Financial Services’ processes and systems to ensure they are fit for purpose and continually improved.
• Ensure existing and new employees are adequately trained in line with regulatory requirements.
• Ensure regular updates are effectively communicated within the team and training is provided where necessary.
• Manage employee performance on an ongoing basis and, where necessary, actively manage an underperforming staff member.
• Responsible for ensuring the team demonstrate high levels of accuracy and attention to detail for mortgage and life applications – “Right First Time” approach.
• Contribute to the overall Financial Service sales targets and business goals by providing administration support to the Sherry FitzGerald Financial Advisor team.

Requirements:

• Previous experience in a Broker and/or Financial Services role essential.
• Minimum 3 years’ experience in an Administration role, previous experience in a Team Lead/Manager role desirable.
• Ideally APA’d in Life and Loans or working towards APA/QFA.
• Excellent interpersonal and communication skills.
• Ability to multitask; accuracy with strong attention to detail and numeracy skills.
• 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.