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