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Purpose This is a full-time administrator role in a financial adviser practice in the East of Belfast, supporting 2 advisers. We are looking for a motivated, experienced financial services administrator/paraplanner to provide full back office support. Responsibilities • Obtaining accurate policy information and preparation of data for client meetings, • Manage with provider application process from submission to completion, maintaining communication with all parties, • Preparation of correspondence including letters and emails to clients, • Preparation of client review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required, • Drafting of simple new business reports of clients for approval by the Financial Adviser, • Uploading case documentation for compliance checking onto our CRM, Intelligent Office, • Answering the phone, • Scan incoming post, • General admin duties as required, • Ad hoc client projects Knowledge • A good level of relevant experience in Financial Services, minimum 2 years, • Previous experience of Intelligent Office an advantage Qualifications • You may have relevant qualifications e.g. Financial Administration etc, • You may be studying the Chartered Insurance Institute RO examinations Skills/Other relevant information • Excellent verbal/written communication skills, • Excellent interpersonal skills when dealing with both adviser and client queries to ensure a consistent standard of service, • Eye for detail to maintain accuracy on client records, • Strong Microsoft office skills – Word, Excel & PowerPoint, • Possess strong organisation skills to manage multiple tasks and priorities effectively

CUSTOMER SERVICE REPRESENTATIVE JOB DESCRIPTION Reports to: Business Support Manager Company: Brennan & Co NI Location: Unit 6 & 7, Carrowreagh Business Park, Dundonald, Belfast, Northern Ireland BT16 1QQ The Brennan & Co Group, founded in Dublin in 1967, incorporates four companies – Brennan & Co, Brennan & Co NI, Brennan & Co SVS and Irish Power and Process Ltd. The Group is a market leader in the supply and servicing of equipment, reagents and consumables along with supply chain management to the Life Sciences, Healthcare, Industrial and Pharmacy sectors in Ireland, Europe and Asia. The Customer Service Representative role is key to the operations of the business. It has a specific focus on our surgical portfolio and will be responsible for building and maintaining relationships with new and existing clients, including public and private hospitals. They will require a high level of attention to detail, customer focus, and an ability to multi-task. This role would be ideal for a strong sales administrator with a background or interest in the medical field with a specific focus on surgical products. This role is based on-site in our Dundonald Office, 5 days a week, 9am-5pm. What you will be doing day to day • Responsible for processing large volumes of sales orders, ensuring they are tracked through to delivery, delivered on schedule and that product specialists/customers where appropriate are kept informed throughout the process, • Maintain a close working relationship with all key parties including customers, suppliers and other departments, • Adhere and contribute to the development and maintenance of the Standard Operating Procedures for the CSR team and regularly conduct reviews in line with continuous improvement initiatives or business changes, • Developing product knowledge and showing a keen interest in the surgical portfolio of products., • Become a subject matter expert in salesforce CRM, • Support product specialists with creating opportunities and quotes in the CRM., • Responsibility for pre- and post-sales support for clients., • Assist product specialist in maintaining accurate opportunity and quote reporting, • Comply with all internal and external regulatory, legal requirements and processes, • Manage sales back-order report so that reporting is correct and up to date, • When buying stock ensure it is within either the set minimum qty’s or for a validated new sales order, • Deal with incoming sales and service enquiries and day to day customer and supplier calls/emails and work with team to provide consistent phone support and cover, • Provide CRM/ERP data cleansing support, • Answering all phone calls and directing all queries, • Supporting the Warehouse role always ensuring stock accuracy, • Warehouse cover when required – during busy periods and holiday periods – including preparing outgoing orders About you • Great communication skills, a team player and an enthusiastic approach, • A strong interest in customer service and order processing, • Strong IT skills across the MS Office suite, • Technically minded with a desire to understand customer needs in relation to products, • Excellent numeric and data entry skills with attention to detail and accuracy, • 2-3 years' experience in a customer service role with process ordering experience essential, • If you have used Salesforce before that’s great, but if not, we will provide full training, • Ideally you will have some experience in medical devices or with a company that has a large product portfolio, but we are open to hearing from anyone who feels they might be a good fit, regardless of background. What we can offer you • Up to 10% bonus, paid annually., • Pension Contributions, • Income Protection, • Death in Service Benefit, • Sports and Social Club, • Investment in your professional and personal growth.

Job Title: Helpdesk and Billing Administrator Department: TOTALIS Maintenance Department, Belfast Reports to: Head of Department Location: Totalis Head Office Employment Type: Full-Time Background Totalis is a private company that has been delivering consistent high-quality solutions for over 20 years to clients in the UK and Ireland. Totalis has developed a one-stop shop approach for clients who require a comprehensive solution to their property portfolio. Providing high-quality solutions to Build, Fit Out and Facilities Management requirements ensures that Totalis is uniquely positioned to add value to projects of any scale. Job Summary The Helpdesk & Billing Administrator is responsible for handling incoming calls and emails from clients, accurately logging maintenance requests, coordinating with field engineers, contract managers and subcontractors, and supporting the billing and invoicing process to ensure timely and efficient service delivery. The role requires strong organisational, communication and administrative skills to manage service requests through to completion, whilst ensuring accurate financial records, invoicing and client account support. Key Responsibilities 1. Customer Communication Act as the first point of contact for clients requesting maintenance services or billing support. Respond promptly and professionally to calls and emails, gathering relevant details for service requests or account queries. Communicate service details clearly to clients, including expected timelines, billing updates and any required follow-up actions. Build and maintain positive client relationships through excellent customer service. 2. Job Logging and Tracking Accurately record all maintenance requests on the Joblogic CRM system. Assign and prioritise service calls based on urgency, location and available resources. Monitor open requests and ensure timely updates are provided to clients and management. Ensure completed jobs are closed correctly with all relevant notes and supporting documentation. 3. Coordination with Field Engineers Dispatch maintenance work orders to engineers based on location, skill and availability. Coordinate and communicate any changes or additional requirements with the field team to ensure efficient workflow. Follow up with engineers to confirm job status, timesheets and completion details. Liaise with subcontractors where required to ensure service delivery standards are met. 4. Billing and Invoicing Raise invoices accurately and in a timely manner for completed works, planned maintenance and quoted works. Ensure all billing information is supported by job sheets, purchase orders and client instructions. Process credit notes, invoice amendments and account queries where required. Assist with debt management by liaising with clients regarding outstanding balances. Maintain accurate financial records in line with company procedures. 5. Record-Keeping and Reporting Maintain accurate and up-to-date records of service requests, engineer assignments, timesheets, invoicing and completion details. Generate daily and weekly reports on maintenance call volumes, response times, job completion status and billing activity. Provide feedback to management on common issues, delays or recurring billing queries to improve service processes. 6. Continuous Improvement Identify and suggest improvements to enhance service delivery, billing accuracy and customer satisfaction. Work with operational and finance teams to implement streamlined processes. Support the development of internal systems and reporting tools. Person Specification Qualifications and Experience Essential: Previous experience in a customer service, support, helpdesk or administrative environment. Experience in billing, invoicing or accounts administration. Proficiency in using helpdesk software, ticketing systems and CRM tools. Good working knowledge of Microsoft Office Suite, particularly Excel and Outlook. Strong administrative skills, including data entry and record-keeping. Desirable: Experience in a maintenance, construction or facilities management environment. Familiarity with Joblogic or similar CAFM/CRM systems. Understanding of purchase orders, supplier invoices and credit control processes. Skills and Abilities Essential: Excellent communication skills, both verbal and written. Strong numerical accuracy and attention to detail. Ability to prioritise and manage multiple tasks efficiently. Strong organisational and time management skills. Problem-solving skills and ability to work under pressure. Good listening skills with a professional and patient approach. Desirable: Ability to adapt to new systems and technology quickly. Advanced Excel or reporting skills. Proactive approach to identifying and resolving issues. Personal Attributes Essential: Reliable and punctual with a strong work ethic. Positive, can-do attitude with a focus on excellent customer service. Ability to work independently as well as part of a team. Willingness to learn and develop skills within the role. Professional and approachable demeanour, especially when handling sensitive customer or financial matters. Additional Requirements Essential: Willingness to undergo training and continuous professional development. Flexibility to support business needs across departments where required. Benefits: Laptop Mobile Phone Paid Holidays Parking Pension Fund

Reports to: Business Support Manager Company: Brennan & Co NI Location: Unit 6 & 7, Carrowreagh Business Park, Dundonald, Belfast, Northern Ireland BT16 1QQ The Brennan & Co Group, founded in Dublin in 1967, incorporates four companies Brennan & Co, Brennan & Co NI, Brennan & Co SVSand Irish Power and Process Ltd.The Group is a market leader in the supply and servicing of equipment, reagents and consumables along with supply chain management to the Life Sciences, Healthcare, Industrial and Pharmacy sectors in Ireland, Europe and Asia. The Customer Service Representative role is key to the operations of the business. It has a specific focus on our surgical portfolio and will be responsible for building and maintaining relationships with new and existing clients, including public and private hospitals. They will require a high level of attention to detail, customer focus, and an ability to multi-task. This role would be ideal for a strong sales administrator with a background or interest in the medical field with a specific focus on surgical products. This role is based on-site in our Dundonald Office, 5 days a week, 9am-5pm. What you will be doing day to day Responsible for processing large volumes of sales orders, ensuring they are tracked through to delivery, delivered on schedule and that product specialists/customers where appropriate are kept informed throughout the process Maintain a close working relationship with all key parties including customers, suppliers and other departments Adhere and contribute to the development and maintenance of the Standard Operating Procedures for the CSR team and regularly conduct reviews in line with continuous improvement initiatives or business changes Developing product knowledge and showing a keen interest in the surgical portfolio of products. Become a subject matter expert in salesforce CRM Support product specialists with creating opportunities and quotes in the CRM. Responsibility for pre- and post-sales support for clients. Assist product specialist in maintaining accurate opportunity and quote reporting Comply with all internal and external regulatory, legal requirements and processes Manage sales back-order report so that reporting is correct and up to date When buying stock ensure it is within either the set minimum qtys or for a validated new sales order Deal with incoming sales and service enquiries and day to day customer and supplier calls/emails and work with team to provide consistent phone support and cover Provide CRM/ERP data cleansing support? Answering all phone calls and directing all queries Supporting the Warehouse role always ensuring stock accuracy Warehouse cover when required during busy periods and holiday periods including preparing outgoing orders About you Great communication skills, a team player and an enthusiastic approach A strong interest in customer service and order processing Strong IT skills across the MS Office suite Technically minded with a desire to understand customer needs in relation to products Excellent numeric and data entry skills with attention to detail and accuracy 2-3 years' experience in a customer service role with process ordering experience essential If you have used Salesforce before thats great, but if not, we will provide full training Ideally you will have some experience in medical devices or with a company that has a large product portfolio, but we are open to hearing from anyone who feels they might be a good fit, regardless of background.? What we can offer you Up to 10% bonus, paid annually. Pension Contributions Income Protection Death in Service Benefit Sports and Social Club Investment in your professional and personal growth. Skills: Customer Service Sales Support Telephone Skills Call Center Customer Care Customer Support Administrator Benefits: Performance Bonus Pension Fund Parking Death in Service Income Protection Progression Opportunities Sports and Social

Job Title: Contracts Administrator Location: Belfast Salary: £28,000 – £30,000 per annum Hours: Monday – Thursday 8:00am – 5:00pm | Friday 8:00am – 3:00pm We are delighted to be recruiting on behalf of a successful and growing company based in Belfast. Due to continued expansion, they are seeking a highly organised and proactive Contracts Administrator to join their busy team. The Role This is an excellent opportunity for an experienced administrator who thrives in a fast-paced environment and enjoys working across multiple teams. You will play a key role in ensuring the smooth coordination and management of contracts from start to finish. Key Responsibilities • Contract Management: Oversee all new contracts, ensuring accuracy, deposit verification, and timely CRM updates, • Sales Liaison: Work closely with the Sales Team to resolve any contract discrepancies or queries in a professional and timely manner, • Scheduling & Coordination: Arrange surveys and installations, liaising with surveyors, fitters, and customers to ensure seamless scheduling and communication, • Installation Pack Preparation: Prepare and distribute installation packs, ensuring all documentation and delivery notes are complete, • CRM Oversight: Maintain accurate and up-to-date records throughout the contract lifecycle, • Customer Communication: Act as a main point of contact for customers, providing updates, resolving queries, and ensuring a high level of customer satisfaction About You • Previous experience in a fast-paced office environment, • Strong customer service skills with a professional and approachable manner, • Highly organised with excellent attention to detail, • Proactive and able to manage multiple tasks effectively, • Strong communication and interpersonal skills What’s on Offer • Competitive salary of £28,000 – £30,000, • Early finish every Friday, • Opportunity to join a growing and supportive team, • Career development within a successful organisation