Financial Services Administrator

Role Overview

• Provide administration and client servicing support to the POD and Wealth Managers.
• Assist in the scheduling of client annual reviews and the preparation of meeting packs meeting packs, valuations and all other documentation required.
• Quality evaluation of compliance documentation, drawing advisers’ attention to any issues or documentation needing updated as and when required.
• Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
• Liaising directly with back
• office teams based in Dublin and third
• party providers to ensure data amendments, payments and income for clients are scheduled and actioned per client’s request in a timely and efficient manner.
• Direct customer call back and contact regarding the verification of client requests.
• The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
• The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition to Davy.
• Maintain accurate client records across all DAVY systems and other provider systems.
• Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
• Adherence to the Firms regulatory obligations and compliance processes and procedures.

Requirements

• Provide administration and client servicing support to the POD and Wealth Managers.
• Assist in the scheduling of client annual reviews and the preparation of meeting packs meeting packs, valuations and all other documentation required.
• Quality evaluation of compliance documentation, drawing advisers’ attention to any issues or documentation needing updated as and when required.
• Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings
• Liaising directly with back
• office teams based in Dublin and third
• party providers to ensure data amendments. payments and income for clients are scheduled and actioned per client’s request in a timely and efficient manner.
• Direct customer call back and contact regarding the verification of client requests.
• The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
• The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition to Davy.
• Maintain accurate client records across all DAVY systems and other provider systems.
• Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
• Adherence to the Firms regulatory obligations and compliance processes and procedures.

We are looking for someone with:

• A minimum of 2 years’ experience working in the Financial Services sector;
• An excellent working knowledge of MS Office and a good telephone manner;
• A flexible attitude and a proven record as a strong team player;
• Strong client focus;
• Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;
• Relevant knowledge of the UK regulatory framework;
• Very strong communication and presentation skills;
• Analytical and research skills;
• Effective time and caseload management capabilities.

Benefits

What we offer you: At Davy, our people are our biggest investment. In today's fast-moving world, we know it's important to feel secure and empowered. That's why Davy benefits support you through all of life's stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

**Health and Wellbeing ** Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

**Reward and Recognition ** We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

**Growth and Development ** Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

**Positive Workplace ** Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

**Values and Culture ** Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values

• One Team, Client Success, and Proud Legacy.

Equal Opportunities Davy wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability.

Davy Group is a member of the Bank of Ireland Group.