Life and Pensions Administrator

Job Overview

An excellent new opportunity for an experienced Life & Pensions Administrator for an award-winning Financial Services broker located in Dublin 8.

  • Salary negotiable depending on experience
  • Hybrid working model with 3 days in office and 2 days WFM
  • Income Protection, Death in Service & Pension
  • Subsidised Parking on-site

Role Responsibilities:

  • Working closely with our Financial Consultants to provide a high level of service to new and existing clients
  • Preparation for Financial Consultant meetings e.g. quotations, compliance documents, client portfolios
  • Processing and overseeing new business applications for protection, pension and investment business
  • Managing a portfolio of group risk and pension clients, including administration of their annual reviews
  • Maintaining a good knowledge of financial services products and compliance, keeping up to date with any new developments
  • Developing and managing relationships with insurance providers, clients and other staff members
  • Ensure the interests of clients and the integrity of the market is at the centre of the way you do business
  • Identify the needs and objectives of the client and provide best advice based on information gathered and research conducted
  • Act in a compliant and ethical manner at all times

Experience & Qualifications:

  • QFA qualification is essential
  • Computer skills - Microsoft Office
  • Excellent numeracy and literacy skills
  • An excellent telephone manner
  • Excellent attention to detail
  • Excellent communication skills
  • Ability to work closely with colleagues at all levels
  • Positively engage with other team members, staff, insurers, and clients.
  • Complete the appropriate annual CPD requirement and maintain Minimum Competency Code

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