The Role
My client is seeking an experience Life & Pensions Administrator to join their team based in Kildare. This is a part-time (20 hours per week), permanent, office-based position.
As the Life & Pensions Administrator you will be responsible for providing comprehensive administrative support to Pensions Consultants, ensuring the smooth processing of pension applications and maintaining accurate client records to deliver exceptional client service.
Tasks & Duties
- Maintain and update client records with a high degree of accuracy and attention to detail.
- Provide comprehensive administrative support to Pensions Consultants, including preparation of client meeting documentation.
- Manage the end-to-end processing of new pension business applications, liaising directly with life companies to ensure timely and accurate completion.
- Communicate professionally with clients via phone and email, providing updates and ensuring a smooth and seamless client experience throughout the process.
- Carry out general office administration tasks such as scheduling appointments, handling correspondence, and maintaining filing systems.
Experience, Knowledge & Qualifications
- Proven experience in an administrative role within the financial services industry, with essential knowledge and understanding of pensions.
- Strong organisational skills with the ability to multitask, prioritise workload, and manage time effectively.
- Excellent written and verbal communication skills, with a professional and client-focused approach.
- High proficiency in Google Workspace and Microsoft Office (Word, Excel, Outlook).
- Strong attention to detail and accuracy, with the ability to work independently as well as collaboratively within a team.
- QFA qualification or working towards is essential.
For further information please contact Sabrina on 086 127 5159
