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
