Life and Pensions Administrator

Our client is a long-established insurance and financial planning brokerage based in Dublin, working with owner-managed and family-run businesses across multiple sectors. They offer a supportive, collaborative environment with strong career progression opportunities.

Skills

• QFA qualified with 3-5 years' experience (minimum 18 months in brokerage)
• Strong organisational skills with excellent attention to detail
• Proven customer service focus and ability to work independently
• Strong communication, problem-solving, and time management skills
• Experience in a regulated financial planning environment advantageous
• Proficient in Microsoft Word, Excel, and PowerPoint

Responsibilities

• Provide administrative support across life, pension, and investment products
• Assist with new business submissions and ongoing client servicing
• Prepare documentation for client meetings and attend meetings in a support role
• Process new business applications and liaise with life companies to ensure timely completion
• Communicate with clients by phone and email, providing progress updates
• Support compliance requirements, including client recommendations and regulatory documentation
• Assist with ad-hoc business development projects