Life and Pensions Administrator

Job description

An exciting new hybrid opportunity for an experienced Life and Pension Administrator to join a growing Financial Services business in Dundrum. This is a permanent position with a salary of up to €40,000 DOE. There is also a generous bonus and commission available with great benefits and parking on site.

The Job

• Administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
• Provide a high standard of administrative support to the management team on life and pension products.
• Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
• Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
• Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
• Communicate with clients over phone and email keeping them updated on the progress of their applications.
• Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
• Work on ad-hoc business development projects as required
• Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).

Experience and Qualifications

• QFA (essential), RPA (desirable), AIIPM (desirable)
• Three to five years’ experience (at least 18 months working in brokerage)
• Corporate Scheme experience (essential)
• Excellent organisational skills and ability to work on your own initiative
• Excellent attention to detail
• Good interpersonal skills and a team player
• Proven track record of delivering excellence in customer service
• Ability to manage your own time efficiently and effectively
• Ability to problem solve and follow queries through to a satisfactory conclusion
• Willingness to develop technical knowledge and skills and desire to undertake appropriate study
• Motivation to develop within the organisation
• Experience in a regulated financial planning business would be an advantage
• Proficiency in Word, Excel and PowerPoint