Life and Pensions Administrator
Morgan McKinley Dublin
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
- 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
- Competitive salary
- Company pension scheme
- Death in service benefit
- Ongoing learning and professional development opportunities
CPLDublin
Job description
Our client, based in Dublin 18, is seeking an experienced Life & Pensions Administrator to join their expanding team. This role offers both full-time and part-time options, providing flexibility for the successful candidate.
Role...
Morgan McKinleyDublin
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...
FRS RecruitmentDublin
LIFE & PENSIONS ADMINISTRATOR
Location: D4
Mon – Friday 9am – 5.15pm
Duties & Responsibilities
• Technical Product Analysis
• Client interaction
• Preparation of suitability statements
• Compliance implementation
• New business processing
• Fund...