Job Description
Job Title: Corporate Life and Pensions Administrator
Description:
We are hiring for our client, a well-established and independent financial planning and insurance brokerage, who are seeking to appoint a Corporate Life and Pensions Administrator. Based in South Dublin, this is a fantastic opportunity to join a professional and supportive environment, working with a portfolio of corporate clients on pensions, investments, and protection products.
This Corporate Life and Pensions Administrator role is ideal for a QFA-qualified professional with strong administrative experience in a brokerage environment and a passion for delivering first-class client service.
Top 3 Things to Know About this Job:
1. Permanent, full-time role with a well-established financial services firm
2. Manage a portfolio of corporate clients across pensions, investments, and protection
3. Bonus, benefits, and study support available
The Rewards:
* Competitive salary based on experience
* Bonus and commission structure
* Defined contributory pension scheme
* Income protection and death in service cover
* 23 days annual leave
* Exam sponsorship for further study where relevant to the role
The Role:
* Manage a portfolio of corporate clients with pensions, investment, and protection policies
* Provide high-level administrative support to consultants and the corporate pensions team
* Prepare documentation and attend client meetings in a support role
* Handle new business processing and liaise with life companies to ensure smooth onboarding
* Maintain regular communication with clients, updating them on the progress of their applications
* Support compliance functions, ensuring files and client documentation meet Central Bank standards
* Collaborate with internal teams to ensure investment-related information is accurate and up to date
* Assist with ad-hoc business development projects as required
The Person:
* QFA qualified with 3–5 years' experience, including at least 18 months in a brokerage setting
* Experience in corporate life and pensions administration preferred
* Highly organised and detail-oriented with a proactive approach
* Strong interpersonal and communication skills; able to build client relationships
* Proven track record in delivering exceptional customer service
* Comfortable working independently and as part of a team
* Willingness to further develop technical knowledge and undertake further study
* Proficient in Microsoft Word, Excel, and PowerPoint
* Experience in a regulated financial planning firm would be advantageous