Corporate Life and Pensions Administrator New

3 weeks ago

Dublin, Dublin City, Ireland CPL Full time
Company Overview

Our client is a third-generation, practitioner-led general insurance and financial planning broker in Leinster. Our client are one of the oldest brokers on the island of Ireland and act as the insurance and financial planning partner of choice for owner-managers, entrepreneurs, sole traders, partnerships, and family businesses across multiple industry sectors, both domestically and internationally. We are committed to providing an inclusive and collegial environment to support our people in the development of a rewarding career in the insurance industry.

Key Responsibilities

- Manage a portfolio of clients with corporate pension, investment and protection policies.
- Provide a high standard of administrative support to the corporate pensions and risk team.
- Assist senior team members with management of new business submissions and existing client business.
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
- Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
- Communicate with clients over phone and email keeping them updated on the progress of their applications.
- Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
- Work on ad-hoc business development projects as required
- Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).

Skills and Qualifications

- QFA qualified with 3 to 5 years' experience (at least 18 months working in brokerage)
- Previous experience working in a corporate life and pensions brokage desirable.
- Excellent organisational skills and ability to work on your own initiative.
- High level attention to detail.
- Good interpersonal skills and a team player.
- Proven track record of delivering excellence in customer service.
- Ability to manage your own time efficiently and effectively.
- Ability to problem solve and follow queries through to a satisfactory conclusion.
- Willingness to develop technical knowledge and skills and desire to undertake appropriate study.
- Motivation to develop within the organisation.
- Experience in a regulated financial planning business would be an advantage.
- Proficiency in Word, Excel and PowerPoint.

Remuneration

- Salary will be commensurate with experience.
- 23 days annual leave.
- Bonus and Commission Structure.
- Defined Contributory Pension Scheme.
- Death in Service and Income Protection Cover.
- Examinations/further study sponsored where relevant to role.

#LI-MC1

  • Corporate Pension Administrator

    3 weeks ago

    Dublin, Dublin City, Ireland Abrivia Full time

    Corporate Pension Administrator Dublin / Hybrid, Full-time, Permanent, Pension experience required We're currently working with a well-established, specialist consultancy with an excellent reputation in the pensions and employee benefits space.Due to growth, they're seeking an experienced Pension Administrator to join their busy administration team.This is a...

  • Corporate Pensions

    4 weeks ago

    Dublin, Dublin City, Ireland Brightwater Executive Full time

    Corporate Pensions & Life Benefits Market Lead Corporate Pensions & Life Benefits Market Lead1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Brightwater Executive Chief Development Officer, Brightwater Executive, Board Director - Brightwater Group, Strategic Advisor-...

  • Corporate Pensions Portfolio Manager

    6 days ago

    Dublin, Dublin City, Ireland beBeeAdministration Full time €40,000 - €60,000

    Job OpportunityWe are seeking a Corporate Life and Pensions Administrator to manage client portfolios, provide administrative support, and process new business applications.Key Responsibilities:Manage a portfolio of clients with corporate pension, investment, and protection policies.Provide administrative support to the pensions and risk team.Assist senior...

  • Life & Pensions Administrator

    4 weeks ago

    Dublin, Dublin City, Ireland Walfrid Private Full time

    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...

  • Experienced Corporate Pension Administrator

    2 weeks ago

    Dublin, Dublin City, Ireland beBeePensionAdministration Full time €55,000 - €70,000

    Job Title: Experienced Corporate Pension Administrator", "We are seeking a seasoned professional to manage the administration of a portfolio of defined contribution pension schemes. The ideal candidate will have a minimum of 3 years' experience in pensions administration, preferably in a consultancy or brokerage environment.", "The successful applicant will...

  • Expert Corporate Pension Specialist

    3 days ago

    Dublin, Dublin City, Ireland beBeeJobseeker Full time €35,000 - €50,000

    Corporate Life and Pensions AdministratorWe are seeking a qualified professional to manage a portfolio of corporate pension, investment and protection policies. The successful candidate will provide administrative support to the team, assist with new business submissions and existing client business, and prepare meeting documentation.The ideal candidate will...

  • Corporate Pension Scheme Administrator

    7 days ago

    Dublin, Dublin City, Ireland beBeePension Full time €40,000 - €50,000

    Our company is seeking a skilled professional to administer Corporate Pension schemes.Job OverviewThe successful candidate will be responsible for the administration of Corporate Pension schemes, building strong relationships with corporate clients and interacting with other areas of our department.Administration of Corporate Pension schemesBuilding strong...

  • Life & Pensions Administrator / Analyst

    2 weeks ago

    Dublin, Dublin City, Ireland Executive Talent Full time

    Role: Life & Pensions Administrator / Financial Analyst Location: Dublin 4 Salary: €45k - €50k Role Requirements: Technical Product Analysis. Financial Analysis Compliance process implementation Retirement fund analysis & research Analysis of existing client products Report preparation and completion Preparation of suitability statements Active...

  • Life & Pensions Administrator / Analyst

    3 days ago

    Dublin, Dublin City, Ireland Executive Talent Full time

    Role: Life & Pensions Administrator / Financial Analyst Location: Dublin 4 Salary: 45k - 50k Role Requirements: Technical Product Analysis.Financial Analysis Compliance process implementation Retirement fund analysis & research Analysis of existing client products Report preparation and completion Preparation of suitability statements Active engagement...

  • Corporate Pensions Professional

    1 week ago

    Dublin, Dublin City, Ireland beBeePension Full time €40,000 - €55,000

    Job Title: Group Pensions AdministratorWe are seeking a skilled and detail-oriented Group Pensions Administrator to join our team. As a Group Pensions Administrator, you will be responsible for the administration of Corporate Pension schemes, ensuring that our customers receive excellent service and support.About the RoleThis is an exciting opportunity to...