Senior Life and Investments Administrator

Our client, a leading Irish wealth management and financial advisory firm, is seeking an experienced life, pensions and investments administrator to join their growing team. This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services.

Requirements

• Degree in Business, Finance, or a related discipline
• Minimum 3 years' experience in a similar role within a financial advisory firm or life & pensions broker
• Strong experience in investments for HNW clients essential
• QFA qualified
• Knowledge of AML and compliance requirements
• Strong attention to detail and numerical ability
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

Key Responsibilities

• Manage end-to-end administration of client portfolios
• Support annual portfolio reviews and prepare valuations
• Process new business across pensions, protection, and investment products
• Liaise with product providers to ensure timely processing of applications
• Communicate with clients regarding portfolios and applications
• Assist advisers in meeting regulatory and compliance requirements

Benefits

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