Life & Pensions Administrator
تفاصيل الوظيفة
Life, Pension & Investment Administrator Dublin 2 (Hybrid) Are you an experienced Life, Pension & Investment Administrator looking for an opportunity to grow your career in a dynamic financial services firm? We are seeking a highly motivated professional to support a team of Financial Advisors in delivering exceptional financial planning services to their clients. Key Responsibilities: ? Liaise with clients & policy providers via phone, email, and DocuSign ? Prepare reports & documents for client meetings and reviews ? Process new business applications efficiently ? Support advisors in researching pension, investment & protection options ? Action client instructions & ensure smooth policy administration ? Prepare compliance documents (Risk Assessments, Statements of Suitability, Factfinds, AML, etc.) ? Maintain and update CRM system ? Handle general office administration as needed What We're Looking For: ? QFA qualification (essential) ? 3+ years experience in life, pension, or investment administration ? Strong knowledge of life, pension & investment products ? Excellent communication & interpersonal skills ? Attention to detail and numerical accuracy ? Proficiency in Microsoft Office ? Customer-focused mindset with a commitment to excellent service What's on Offer: Competitive Salary Career & Educational Growth Opportunities Ongoing Training & Mentoring Flexible Working Hours (8am-6pm, hybrid 3 days in-office) Hybrid Work Model 8% Employer Pension Contribution (Post-Probation) 4x Salary Death in Service Benefit (Post-Probation) Performance-Related Annual Bonus Location: 34 Fitzwilliam Place, Dublin 2 #Hiring #FinancialServices #Pensions #Investments #CareerGrowth #HybridWork Skills: Life & Pensions Administration Attention to detail Customer Relations Team Player Benefits: Work From Home
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.