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Pension, Protection & Investment Administrator

Job Seekers Ireland Financial Services Financial Services

Job Summary

  • Cork City
  • Permanent
  • BBBH783416
  • May 26, 2021
  • Competitive
Job Description

A Cork Client of Morgan McKinley currently seeking a Pension, Protection & Investment Administrator to join their team here in Cork.

Pension, Protection & Investment Administrator

The ideal candidates will have the following skills and qualifications:

  • NUI Honours Degree - preferably business related.
  • Must have a minimum of 2 years' relevant experience (Financial Advisory firm/Life & Pensions Broker). Candidates without this experience will not be considered.
  • Microsoft Word, Excel and Outlook (Intermediate).
  • QFA qualified or progressing towards this qualification.
  • Must have a demonstrable interest in business and finance.
  • Good oral and written communication skills.
  • Ability to work as part of a team and have ability to organise their own workload.
  • Flexible and enthusiastic.
  • Numeracy and excellent organisation skills are essential for this position.
  • The successful candidate is likely to be a confident multi-tasker with a good work ethic and keen attention to detail.

Key responsibilities will include:

  • Client portfolio administration. This involves annual portfolio reviews and valuations, processing new business, communicating and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios.
  • Communicating with clients regarding their portfolios and new applications.
  • Working with and supporting advisors in meeting regulatory compliance requirements.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Consultant Details

Consultant Details

John O'Sullivan
John O'Sullivan
  • Consultant | Accounting & Finance Recruitment
  • 353 (0) 21 2300300
  • josullivan@morganmckinley.com