Life and Pensions Administrator

Our client is a fast-growing, award-winning provider of investment and pensions advice, recognised for its customer-focused approach, use of technology, and transparent pricing. Due to continued growth, they are seeking an experienced Life & Pensions Administrator to support a team of established Financial Advisors.

This is an excellent opportunity to join a progressive, high-quality advisory business at an exciting stage of its development.The role is office based in Dublin city centre.

Key Responsibilities

• Manage inbound telephone, email, and online enquiries
• Prepare reports and Statements of Suitability for personal and corporate clients
• Process client applications and manage the new business pipeline
• Administer group pension and benefits schemes
• Ensure client queries are handled within agreed service levels
• Allocate new enquiries to members of the advisory team
• Maintain accurate records on CRM systems and ensure compliance standards are met
• Provide general office and administrative support, including preparation for client meetings
• Undertake additional duties as required by the business

Skills

• Minimum 2 years' experience in life and pensions administration
• Strong client service and relationship management skills
• Ability to work independently and proactively anticipate needs
• Excellent time management, decision-making, and follow-up skills
• High attention to detail
• Strong Microsoft Office proficiency
• Excellent written and verbal communication skills
• APA qualification desirable but not essential

Benefits

• Competitive salary
• Company pension scheme
• Death in service benefit
• Ongoing learning and professional development opportunities