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Life & Pensions Administrator
1 month ago
This role involves handling portfolio valuations, fund switches, withdrawal requests, and addressing day-to-day client inquiries related to their existing policies.
The ideal candidate will ensure a high standard of client service, maintain accurate records, and collaborate with internal teams to meet clients' financial needs.
Key Responsibilities: Client portfolio end-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications.
This applies to pre & post retirement pension structures, protection benefits & investment portfolios Communicating with clients regarding their portfolios and new applications in an effective and timely manner Working with and supporting advisers in meeting regulatory compliance requirements.
Key Requirements: QFA or APA qualification.
2-3 years relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
High level of attention to detail with strong numerical skills.
Excellent communication skills, both written and verbal.
Skills: Strong analytical and problem-solving abilities.
Proficiency in MS Office and financial planning software.
Ability to work independently and as part of a team.
Strong organizational and multitasking skills.
Salary: €35k - €45k depending on experience Benefits: Hybrid working, pension contribution, Life cover, Income Protection Benefits: Hybrid working, pension contribution, Life cover, Income Protection Skills: Dublin Client Services
