Pension Administrator Career Opportunity

2 weeks ago


Cork, Cork, Ireland beBeeCareer Full time €40,000 - €45,000
Financial Services Administrator Job Description">

We are seeking a skilled Life and Pensions Administrator to join our team. This role will involve coordinating the daily processing of life & pension new business and existing business.

Responsibilities:
  • Process pension, investment & protection business submitted by advisors including submitting online, chasing pipeline, and issuing policy documents.
  • Set up client/policy records on client database.
  • Work with advisors to prepare and issue compliance documents to clients - statement of suitability, research reports, risk profiling etc.
  • Ensure files are compliant in line with company processes and procedures.
  • Establish and build good relationships with clients.
  • Process ad hoc requests from customers.


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