Life and Pensions Administrator

7 days ago

Cork, Ireland Cpl Resources - Cork Full time

Cpl is currently recruiting an experienced Life & Pensions Administrator for our financial services client, based in Cork Permanent Position Full time, Mon to Fri Salary: DOE **Full QFA Qualification Required** Key Responsibilities Advise on policy insurance whilst setting up new client files through onboarding, compliance file preparation, AML verification. File, report and format Letters of Authority (LOAs) and Transfer of Agency (TOA) requests. Process claims from start to finish: process fund switches, top-ups, premium adjustments etc. Respond promptly and professionally to client and provider queries by phone, email, and in person. Collaborate with colleagues and advisors to streamline workflows and enhance client service. Relationship management is key. Ad-hoc admin duties, supporting team operations while complying with all internal and external regs. Your Experience Previous brokerage experience in life, pension, or investment administration roles. Strong understanding of compliance frameworks, and regulatory requirements (AML, CPC). APA qualification essential. QFA (part-full qual) required. Proficient in Microsoft Word, Excel, and CRM/data systems. Experience with BIS and major life company portals (Zurich, Irish Life, Aviva, New Ireland, etc.) highly desirable. Experience with self-administered pensions or group schemes is an advantage. Benefits Package Comprehensive benefits package, including: Pension scheme Death-in-service cover Annual leave entitlement A supportive, team-focused culture with genuine career progression opportunities. If interested in applying, please send your updated - and summary of your APA/QFA qualifications - CV to #CplCorkOS Skills: "Insurance" "APA" "QFA" "Pensions" "Admin" "Financial services" "Finance advisor" Benefits: Pension

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