Life and Pensions Administrator

2 days ago


Galway, Ireland Cpl Resources Full time

Life & Pensions Administrator With over 35 years experience in the financial advisory sector, my client manages a dynamic and fast-growing brokerage company, specialising in life insurance, pensions, and investments. Their mission is to provide tailored financial solutions to their clients, ensuring long-term security and peace of mind. They offer an innovative work environment with ample opportunities for growth and professional development. They are seeking a detail-oriented Life & Pensions Administrator to administer all aspects of their company's life and pension business. The ideal candidate will have: Proficient knowledge of life, pension and investment products within the Irish market Strong verbal and written communication skills is essential Ability to use Excel, Word and PowerPoint. Numerically and mathematically skilled Knowledge of AI and how to create documents using AI accurately Ability to explain complex information in a clear and understandable manner. Positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations. A passion for delivering customer service excellence is essential. Excellent listening skills, meticulous work ethic. Ability to work in a fast-paced environment Keen attention to detail. Excellent organisational skills including time management and prioritisation Key Responsibilities: Work closely with the Managing Director, managing daily tasks, business pipeline, emails and events. Process pension, investment & protection business that is submitted by the Managing Director such as inputting online, chasing pipeline, and issuing policy documents. Organise, maintain and update client records with accuracy. Work with the Managing Director to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc. Ensure files are compliant in line with companys processes and procedures. Establish & build strong relationships with clients. Fielding telephone calls Assist in preparing reports and documentation for client meetings. Liaise with the Managing Director/advisors, clients, and third-party providers to ensure timely processing of applications. Handle general administrative duties, including scheduling appointments, managing correspondence, and filing. Qualifications: Previous experience in an administrative role within the financial services industry for over 3 years, particularly in life insurance, pensions, or mortgages, is essential. Strong organizational and multitasking skills. Proficiency in Google Suite and MS Office (Word, Excel, Outlook). Ability to work independently and as part of a team in a fast-paced environment. Attention to detail and a high level of accuracy. QFA minimum qualification. Strong communication and interpersonal skills. Ability to manage multiple tasks and meet deadlines. Working Conditions: Full-time position after an initial 6-month review period Office-based with the possibility of remote work. Occasional travel may be required. What they Offer: Competitive salary Opportunity to grow with the company as they expand. A supportive and collaborative work environment. Professional development opportunities. For any queries, please contact Ciara at ciara.nung for further information. #LI-CN1 Skills: communication interpersonal friendly



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