Life & Pensions Administrator - Cork

Morgan McKinley are delighted to be partnering with a thriving Cork based firm in the recruitment of this full time permanent role.

As a Life and Pensions Administrator you will play a key role in delivering end-to-end administrative and client service support to our Financial Planners and clients.

The Role:

• Prepare new business documentation and manage cases through to policy issuance.
• Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately.
• Manage client onboarding, including AML verification and preparation of full compliance files.
• Prepare Client Summary Reports, policy summaries, and supporting documentation for advisor and client review.
• Handle fund switches, top-ups, premium changes, cancellations, and other policy servicing requests.
• Administer retirement, death, and serious illness claims through to completion.
• Maintain accurate client and company records using BIS, CRM systems, and life company portals.
• Respond promptly and professionally to client and provider queries via phone, email, and in person.
• Collaborate closely with colleagues and advisors to enhance workflow efficiency and improve the client experience.
• Provide general administrative support to ensure smooth team operations.
• Ensure full compliance with all regulatory requirements and internal policies.

Ideal candidate:

• Proven experience in life, pension, and investment administration within a brokerage, advisory, or provider environment.
• Strong understanding of financial products, compliance frameworks, and regulatory requirements (including AML and CPC).
• Minimum APA (Life & Pensions) qualification required and working towards QFA.
• A full QFA qualification or broader financial services knowledge is a distinct advantage.
• Strong verbal and written communication skills, with the ability to engage confidently and professionally with clients and colleagues.
• Demonstrated ability to work independently while also contributing effectively as part of a collaborative team.

Training and mentoring will be provided, but experience in life, pensions, and investment administration is essential.