Life & Pensions Administrator
With over 35 years’ experience in the financial advisory sector, my client manages a dynamic and fast-growing brokerage company, specialising in life insurance, pensions, and investments. Their mission is to provide tailored financial solutions to their clients, ensuring long-term security and peace of mind. They offer an innovative work environment with ample opportunities for growth and professional development.
They are seeking a detail-oriented Life & Pensions Administrator to administer all aspects of their company's life and pension business.
The ideal candidate will have:
- Proficient knowledge of life, pension and investment products within the Irish market
- Strong verbal and written communication skills is essential
- Ability to use Excel, Word and PowerPoint.
- Numerically and mathematically skilled
- Knowledge of AI and how to create documents using AI accurately
- Ability to explain complex information in a clear and understandable manner.
- Positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations. A passion for delivering customer service excellence is essential.
- Excellent listening skills, meticulous work ethic.
- Ability to work in a fast-paced environment
- Keen attention to detail.
- Excellent organisational skills – including time management and prioritisation
Key Responsibilities:
- Work closely with the Managing Director, managing daily tasks, business pipeline, emails and events.
- Process pension, investment & protection business that is submitted by the Managing Director such as inputting online, chasing pipeline, and issuing policy documents.
- Organise, maintain and update client records with accuracy.
- Work with the Managing Director to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc.
- Ensure files are compliant in line with company’s processes and procedures.
- Establish & build strong relationships with clients.
- Fielding telephone calls
- Assist in preparing reports and documentation for client meetings.
- Liaise with the Managing Director/advisors, clients, and third-party providers to ensure timely processing of applications.
- Handle general administrative duties, including scheduling appointments, managing correspondence, and filing.
Qualifications:
- Previous experience in an administrative role within the financial services industry for over 3 years, particularly in life insurance, pensions, or mortgages, is essential.
- Strong organizational and multitasking skills.
- Proficiency in Google Suite and MS Office (Word, Excel, Outlook).
- Ability to work independently and as part of a team in a fast-paced environment.
- Attention to detail and a high level of accuracy.
- QFA minimum qualification.
- Strong communication and interpersonal skills.
- Ability to manage multiple tasks and meet deadlines.
Working Conditions:
- Full-time position after an initial 6-month review period
- Office-based with the possibility of remote work.
- Occasional travel may be required.
What they Offer:
- Competitive salary
- Opportunity to grow with the company as they expand.
- A supportive and collaborative work environment.
- Professional development opportunities.
For any queries, please contact Ciara at [email protected] for further information.
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