Key Responsibilities:
- Process new business applications across Life Assurance, Pensions and Investments accurately and efficiently.
- Liaise with Financial Advisors, life companies and clients to ensure applications and pension transfers progress smoothly.
- Monitor new business pipelines, follow up on outstanding requirements, and keep clients updated throughout the process.
- Carry out file checks and maintain compliance with Central Bank and company procedures.
- Deliver exceptional customer service while maintaining a high level of accuracy and attention to detail.
What We're Looking For:
- 1–5 years' experience in a financial services brokerage with previous pensions administration experience.
- Strong knowledge of pensions, life assurance and investment products.
- APA (Life & Pensions) as a minimum; QFA is desirable.
- Excellent organisational, communication and administrative skills.
- Proficient in Microsoft Excel and Word.
What's on Offer:
- Competitive salary (DOE)
- Company pension, Death in Service and Income Protection benefits
- Employee Wellness Programme
- On-site parking
- Supportive office-based environment with opportunities for career development
