Life and Pensions Administrator

apartmentMorgan McKinley placeDublin calendar_month 

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
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