Life & Pensions Administrator
23 hours ago
Company Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently. Role Overview: We are currently seeking a dynamic and detail-oriented Broker Support Executive/Pension Administrator to join our paraplanning team. In this role, you will play a pivotal part in supporting our brokerage operations by facilitating communication between clients, brokers, and internal teams. Your responsibilities will include ensuring smooth transaction processing, resolving client inquiries, and collaborating with brokers to optimize their efficiency. As a Broker Support Executive at Walfrid Private, you will have the opportunity to be an integral part of a team that is dedicated to excellence, innovation, and client satisfaction in the financial services industry. Key Responsibilities: Proactive management of the Protection/Pension and Investments New Business & Pipeline. Respond to client queries, both simple and complex in an efficient and professional manner. Maintain existing client relationships on a scheduled basis. Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business. Preparation & Implementation of client recommendations. Preparation of reports in advance of meetings along with maintaining correct and up to date data on CRM system. Support change within the team and cross train with other departments in the business to ensure high levels of service and knowledge. Conduct telephone applications with clients and process these applications on the life company online portals. Key Experience & Skills: Completed or working towards QFA. At least 2 years experience working in an administration role with the Financial Services Industry Broker Background a plus. A strong knowledge of Life, Pension and Investment products available to the Broker market. Strong Experience with CRM software Wealth track and Salesforce an advantage. General understanding of compliance issues & requirements. Previous experience building relationships with clients via phone and face to face meetings. Benefits: Shorter working week, half day every Friday. Competitive salary package commensurate with experience. Company Pension. Company IP and DIS the day you join. 22 days Annual Leave plus your Birthday off. Company shutdown for Christmas break. Diversity, Equity, and Inclusion Statement: At Walfrid Private, we celebrate and embrace diversity in all its forms. We believe that a diverse and inclusive workplace fosters creativity, innovation, and better decision-making. We are committed to providing equal opportunities to all employees and applicants, regardless of race, gender, age, sexual orientation, disability, religion, or any other characteristic protected by applicable laws. We believe that a diverse and inclusive workforce strengthens our organization and enriches the experiences of our team members. Walfrid Private is proud to be an equal opportunity employer, and we encourage candidates from all backgrounds to apply.
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▷ [Apply Now] Life & Pensions Administrator
2 weeks ago
Dublin, Ireland Irish Pensions & Finance Full timeJob Description - Provide Administration Support to a team of Financial Advisors Vetting, Processing and inputting large volumes of New Business Applications onto our CRM Database system - Management of existing Client Database - Dealing with Client Queries - Liaising with Product Providers on a daily basis in relation to client’s policies - Providing a...
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Life & Pensions Administrator
24 hours ago
Dublin, Ireland FRS Recruitment Full timeLife, 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...
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Life & Pensions Administrator
1 week ago
Dublin City Centre, Ireland FRS Recruitment Full time? What You’ll Do: - Liaise with clients and policy providers. - Support financial advisors with compliance, reports, and research. - Handle life, pension, and investment administration. ? What You’ll Bring: - QFA qualification. - 3+ year's experience in life, pension, or investment administration. - Strong communication, attention to detail, and...
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Junior Life and Pensions Administrator
2 weeks ago
Dublin, Ireland Keane Pension & Investment Consultants Ltd Full timeJunior Life and Pensions Administrator | Dublin 7 | 9.00am – 5.30pm Mon – Thurs and 9.00am – 5.00pm on Friday | 37 hour week | €30,000 - €35,000 based on experience of 1 to 3 yearsOur client is looking for a Life and Pensions Administrator to join their administration team based in their offices in Fr. Mathew Hall, 131 Church Street, Dublin 7. They...
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Life and Pensions Administrator
2 weeks ago
Dublin, Ireland Rockwell Financial Management Full timePosition Overview: We are seeking a diligent and detail-oriented Client Support Administrator to join our team. The ideal candidate will assist senior advisors in delivering comprehensive financial planning and wealth management services, ensuring smooth and efficient operations. Key Responsibilities: 1. Operational Support: - Coordinate and manage client...
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Dublin, Ireland FRS Recruitment Full timeLife, 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...
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Senior Life and Pension Administrator
3 weeks ago
Dublin, Ireland Eirkoo Full timeThis is an exciting opportunity to join a busy and growing Dublin City Centre brokerage and be part of a specialised team adding value to clients of the firm. Key Responsibilities; Managing client queries Providing excellent administration services to sales team Dealing with a portfolio of well established clients Updating client portfolio valuations...
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▷ Only 24h Left! Life
5 days ago
Dublin, Ireland FRS Recruitment Full timePension & Life Administrator South Dublin (Hybrid) Are you an experienced pensions professional looking for a new opportunity in a dynamic financial planning brokerage? We're looking for a Pension & Life Administrator to join our client's expanding team and provide high-level support to Corporate Client Executives and Small Self-Administered Schemes (Defined...
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(Apply Now) Life
4 days ago
Dublin, Ireland Walfrid Private Full timeCompany Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...
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Dublin, Ireland Brokers Ireland Full timeHome » Careers » Life and Pensions Administrator – LHK Finance One Life and Pensions Administrator – LHK Finance One LHK Finance One Full Time Position: Life and Pensions Administrator – LHK Finance One Company: LHK Finance One Location: Dublin Contact: HR Department Contact Email: careers@lhkgroup.ie Date Posted: 6th December 2024 Job...
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Pension Administrator
3 weeks ago
Dublin, Ireland Fenero Tax & Accounting Full timeWho we are Fenero Financial Advisors and Fenero Taxation Services Ltd are part of the Fenero group, a multi-award winning company of approachable tax experts who support financial success for contractors, freelancers and solopreneurs. We believe freedom and flexibility in choice of work leads to enhanced personal fulfilment and greater economic...
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Pension Administrator
2 weeks ago
Dublin, Ireland Fenero Tax & Accounting Full timeWho we are Fenero Financial Advisors and Fenero Taxation Services Ltd are part of the Fenero group, a multi-award winning company of approachable tax experts who support financial success for contractors, freelancers and solopreneurs. We believe freedom and flexibility in choice of work leads to enhanced personal fulfilment and greater economic...
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Pension Administrator
23 hours ago
Dublin, Ireland Fenero Tax & Accounting Full timeWho we are Fenero Financial Advisors and Fenero Taxation Services Ltd are part of the Fenero group, a multi-award winning company of approachable tax experts who support financial success for contractors, freelancers and solopreneurs. We believe freedom and flexibility in choice of work leads to enhanced personal fulfilment and greater economic...
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Pension Administrator
1 week ago
Dublin, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We Are At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are...
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Group Pensions Administrator
7 days ago
Dublin, Ireland Wallace Myers International Full timeGroup Pensions Administrator This is an opportunity to join my Clients' expanding Group Pensions Administration Team. The purpose of this role is to independently manage an agreed portfolio of clients in relation to their group pension benefits. Responsibilities: You will be managing a portfolio of group pension clients in relation to their group pension...
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Group Pensions Administrator
23 hours ago
Dublin, Ireland Wallace Myers International Full timeGroup Pensions Administrator This is an opportunity to join my Clients' expanding Group Pensions Administration Team. The purpose of this role is to independently manage an agreed portfolio of clients in relation to their group pension benefits. Responsibilities: You will be managing a portfolio of group pension clients in relation to their group pension...
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Group Pensions Administrator
2 weeks ago
Dublin, South Dublin, Ireland Wallace Myers International Full timeThis is an opportunity to join my Clients' expanding Group Pensions Administration Team. The purpose of this role is to independently manage an agreed portfolio of clients in relation to their group pension benefits. Responsibilities: 1. You will be managing a portfolio of group pension clients in relation to their group pension benefits. 2. Liaising with...
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Defined Benefit Pension Administrator
23 hours ago
Dublin, Ireland Wallace Myers International Full timeOne of my Clients, a leading employee Benefits Business is looking for a Defined Benefit Pension Administrator to join their expanding team. Responsibilities: Administration and management of a portfolio of Defined Benefit Schemes. Preparation of benefit statements and trustee reports on an annual basis. Ensuring that all aspects of the day-to-day...
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15h Left! Pension and Risk Administrator
2 weeks ago
Dublin, Ireland Aon Hewitt Full timePension and Risk Administrator Do you have experience in Employee benefits and strong technical knowledge in either Healthcare, Pension or Risk? Are you looking to achieve your QFA, or have you already obtained the qualification? This might be the role for you. This is a hybrid role with the flexibility to work both virtually and from our Dublin...
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[15h Left] Group Pensions Administrator
1 week ago
Dublin, Ireland Zurich 56 Company Ltd Full timeGroup Pensions Administrator (6 month FTC) Zurich Life Assurance plc is looking for a Group Pensions Administrator to join the Group Pensions department. This role is a 6 month maternity leave cover role. The role itself will focus on what matters to Zurich customers. Meeting customer demands is a key part of this role. The role offers you the ability to...
