Kildare 045 888007 | Galway 091 759555

Take The Next Step In Your Career With Murray & Spelman Financial Services

Join our dynamic team in Galway or Kildare as we expand our staff and offer exciting new opportunities for the role of Financial Planning Administrator

Financial Planning Administrator

Murray & Spelman (Financial Services) Ltd. continues to grow as one of the leading Financial Brokers in Ireland. We are actively looking for a Financial Planning Administrator to join our team. The successful candidate should be self-motivated, professional and personable.

Key Responsibilities:
  • Providing a wide range of administration support to our team in supporting the financial advice function from inception to conclusion. 
  • Requirement to liaise with clients, providers, and key stakeholders to manage the workflow efficiently. 
  • Recording client information in an accurate and compliant manner 
  • Processing of new business applications, updating client information, scanning of documents, providing supporting documents to providers as appropriate.
  • Track progress of business with product providers and ensuring accuracy of outcomes.
  • Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
  • Provide exceptional levels of customer experience to our clients
Desired Skills and Experience:
  • Experience in financial services or a related customer sales/service role. 
  • Excellent organisational skills with the ability to multi task, manage and prioritise the workload to acceptable deadlines.
  • Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.
  • Strong attention to detail with a willingness to learn.
  • Have excellent communication skills and a professional/friendly telephone manner.
  • Energy, enthusiasm, and be a team player.
  • Proficient IT skills.

If you want to be part of our exciting growing  business and feel this position is right for you, please email your CV and cover letter to Diane Collins

– To download a Word document for this role, please click here.


Murray & Spelman (Financial Services) Ltd help you plan for your future, while you live for today!

Contact Murray & Spelman

If you would like to learn more or ask specific questions, please contact us below.  Contact Murray & Spelman Financial Services Ltd over the phone or by email, to find out more and receive a complimentary consultation.

Phone: Kildare 045 888 007 Galway 091 759 555


Murray & Spelman Financial Services Ltd is Regulated by the Central Bank of Ireland. All details and views contained within this article are for informational purposes only and does not constitute advice. Murray & Spelman makes no representations as to the accuracy, completeness or suitability of any information and will not be liable for any errors, omissions or any losses arising from its use.