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.
