Life and Pensions Administrator Job Opportunity
Our organization is seeking a highly motivated and experienced Life and Pensions Administrator to join our team. The role involves interacting with existing clients, quoting and advising on cover and services. This is a part-time position that offers flexibility for the right candidate.
The successful candidate will be responsible for processing quotations and new business applications in pension, savings & investments and life assurance. They will also be required to deal directly with Life Assurance companies to ensure these are processed accurately and timely.
Key Responsibilities:
1. Manage the pipeline of business from start to finish, including processing pensions, savings & investments, and protection policies.
2. Interact daily with some of Ireland's largest Life Insurance Companies.
3. Ensure effective communication flow between Account Managers and Financial Advisors.
4. Communicate with clients over phone and email, keeping them updated on the progress of their applications.
5. Own all aspects of our client book, providing regular updates to clients.
6. Responsible for all aspects of compliance, including Anti Money Laundering requirements and Consumer Protection Code requirements.
7. Support Financial Advisors with Ad Hoc duties.
Requirements:
* 3+ years' experience in the Life, Pensions & Investments industry.
* Excellent attention to detail.
* Strong organisational skills.
* Ability to multitask & prioritise queries.
* Highly self-motivated & ability to work on own initiative.
* Skills: Financial Planning, Financial Advisor, Pensions broker.