Life & Pensions Administrator

Job Overview

Our client based in Little Island is a vibrant Brokerage seeking to hire a passionate Financial Administrator to join their team on a full-time permanent basis.

Key Responsibilities:
Checking of policy documentation to ensure they are accurate as per the original application and sending directly to clients.
Corporate Client administration.
Responsible for all aspects of administration involving pension, investments, Life assurance products and all aspects protection needs.
Processing of new business applications in Pension, Investments and Life assurance. Dealing directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner.
Responsible for all aspects of compliance and ensuring all client files are kept accurate, Anti Money Laundering requirements are met and all aspects of the files are adhered to under the Consumer Credit Act.
Assisting the Financial Advisors with any ad hoc administration duties.
Assisting in client quarterly reviews and ensuring information in gathered from Life/Investment companies in a timely manner.
General Administration duties. e.g. scanning, answering of telephones, post etc.

Essential requirements:
Third Level Degree
Excellent communication skills
Highly self-motivated & ability to work on own initiative.
Excellent attention to detail is a must.
Strong Organisational Skills.
Experience in working in a fast pace, busy office environment.
1-2 years Administration experience.

Advantageous
APA/QFA qualified.
Knowledge of Anti Money Laundering requirements and compliance procedures.
Previous experience in working in a busy Financial Services brokerage.

If you have strong administration experience and believe you have the skills required for this role - please apply to Bernadette Sisson with your most recent CV for immediate consideration.

Key Contact

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