Financial Services Administrator – Life, Pensions

3 weeks ago


South Dublin, Ireland GPC Finance Full time
Our client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.

They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.

Key Responsibilities:

- Administration and servicing of life assurance policies
- Processing and managing pension scheme documentation and queries
- Preparing and reviewing investment portfolio valuations
- Ensuring compliance with all regulatory requirements (Central Bank of Ireland guidelines)
- Supporting sales and advisory teams with client onboarding and follow-ups
- Liaising with life companies to ensure timely processing of new and existing business
- Managing client queries with professionalism and efficiency
- Maintaining accurate records and updating internal CRM systems

Candidate Requirements:

- QFA qualification (minimum requirement)
- 2+ years of relevant experience in a life & pensions brokerage, life office, or bank
- Strong knowledge of Irish life assurance, pension, and investment products
- Exceptional attention to detail and high standards of client service
- Strong organisational and communication skills
- Ability to work well both independently and as part of a collaborative team
- Proficiency in Microsoft Office and familiarity with CRM/database systems

Salary & Benefits:

- Competitive salary of €40,000 – €50,000, depending on experience
- Discretionary annual bonus
- Hybrid working model (after onboarding period)
- Generous pension scheme
- CPD support and funding for further professional development
- Modern, well-connected office environment in Sandyford
- A supportive and friendly team culture focused on personal and professional growth

If you're passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Katie Garvey.

#J-18808-Ljbffr

  • South Dublin, Ireland GPC Finance Full time

    Our client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.They are now looking for a...


  • Dublin, Dublin City, Ireland Unio Financial Services Ltd Full time

    Join to apply for the Group Pension Administrator - Employee Benefits role at Unio Wealth ManagementWe are Unio. Unio specialises in wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.With offices in Dublin,...


  • Dublin, Dublin City, Ireland Walfrid Private Full time

    Walfrid Private is growing, and were looking for a detail-oriented and dependable Broker Support Executive to join our team. This role is central to ensuring a smooth and efficient experience for both our clients and advisors. Youll work closely with our financial planners and providers, supporting the full lifecycle of policies and making sure every step is...


  • Dublin, Dublin City, Ireland Walfrid Private Full time

    Walfrid Private is growing, and were looking for a detail-oriented and dependable Broker Support Executive to join our team.This role is central to ensuring a smooth and efficient experience for both our clients and advisors.Youll work closely with our financial planners and providers, supporting the full lifecycle of policies and making sure every step is...


  • South Dublin, Ireland beBeeCareer Full time €60,000 - €100,000

    Job Title: Financial Planning Administrator">About the Role">As a key member of our team, you will be responsible for processing new and existing business applications for life and pensions products.You will create and maintain accurate scheme records and events, ensuring consistency and compliance with regulations.Your focus will be on meeting and exceeding...


  • South Dublin, Ireland beBeeAdministrative Full time €40,000 - €50,000

    Life Pensions AdministratorWe are seeking a highly skilled and detail-oriented individual to administer life assurance policies with precision.Administer life assurance policies accurately and efficiently.Process pension scheme documentation and queries professionally.Prepare investment portfolio valuations with high attention to detail.Maintain regulatory...


  • Dublin, Dublin City, Ireland Willis Towers Watson Full time

    WTW's Retirement business helps organizations develop retirement programs that meet their workforce needs and financial management strategies to deal with the impact of a wide range of uncertain future economic scenarios.We partner with other WTW businesses and clients around the globe to identify the best approaches to design, fund, govern, administer,...


  • Dublin, Dublin City, Ireland Gallagher Full time

    Overview The Life and Pensions Client Executive is responsible for the day-to-day administration and support functions within the Financial Services division.This role ensures that client interests and market integrity are prioritized, while adhering to regulatory and legislative requirements.The ideal candidate will act in a compliant, ethical, and...


  • Dublin, Dublin City, Ireland WTW Full time

    WTW's Retirement business helps organizations develop retirement programs that meet their workforce needs and financial management strategies to deal with the impact of a wide range of uncertain future economic scenarios. We partner with other WTW businesses and clients around the globe to identify the best approaches to design, fund, govern, administer,...


  • Dublin, Dublin City, Ireland beBeeAdministrative Full time €45,000 - €55,000

    Pension Administration RoleThis role involves the administration and management of a portfolio of corporate insured pension schemes.Key Responsibilities:Administer and manage a portfolio of corporate insured pension schemes with accuracy and efficiency.Oversee all aspects of day-to-day scheme administration, handling client queries, working with consultants...