Financial Planning Administrator
About the job
Financial Planning Administrator - Dublin 15 (Hybrid - 1 day in office/ week) -Permanent
Our client is a leading financial planning firm specialising in life and pensions, operating as part of a wider award-winning financial services group. Together, the group supports the financial success of contractors, freelancers, and self-employed professionals across Ireland and abroad.
About the Role
We are seeking a highly organised and detail-oriented Administrative Assistant to join the Financial Planning team. This is a unique shared-services position, reporting into the Team Lead of Financial Planning Administration while also supporting wider business operations.
In this role, you will manage a variety of administrative tasks, with a particular focus on life and pensions processes ensuring client documentation, pension contributions, and compliance requirements are handled efficiently and accurately. You'll also play a key role in supporting the wider company on ad-hoc projects and general administration.
Key Responsibilities
- Process new life and pension applications and manage existing accounts.
- Communicate with clients via phone and email to provide updates and support.
- Ensure pension contributions are processed correctly and aligned with payroll instructions.
- Fulfil all compliance obligations on new business cases, ensuring internal review standards are met.
- Maintain accurate member records and documentation of all pension-related transactions.
- Support internal teams with administrative and project-based work as required.
- Contribute to ongoing process improvement initiatives.
About You
- Minimum 2 years' administrative experience, ideally within financial services or a similar professional environment.
- Strong organisational skills, attention to detail, and accuracy in work.
- Confident using Microsoft Office applications and other digital tools.
- Experience in life and pensions administration is an advantage, though not essential.
- Excellent written and verbal communication skills, with a professional and proactive approach.
- A self-starter who takes ownership of tasks, manages multiple priorities, and thrives in a collaborative, fast-paced environment.
- Strong numerical ability and a commitment to continuous improvement.
What's on Offer
- Competitive salary and benefits package.
- Hybrid working model with one day per week in the Dublin 15 office.
- Supportive, inclusive, and values-driven company culture.
- Opportunity to develop within a growing financial planning and advisory group.
If you're an experienced administrator seeking a varied role within a dynamic financial services environment, we'd love to hear from you.
To apply confidentially, please submit your CV or reach out for more information.
