Life and Pensions Administrator This is a full-time, in-office position offering the opportunity to work within a dynamic, professional, and supportive team environment.
The Life and Pensions Administratorplays a key role in delivering end-to-end administrative and client service support to our Financial Planners and clients.
You will be responsible for ensuring the efficient delivery of life, pension, and investment services - from new business onboarding to ongoing policy servicing and compliance management.
The ideal candidate will be proactive, well-organised, and an excellent communicator, with strong attention to detail and a genuine commitment to client care.
Training and mentoring will be provided, but experience in life, pensions, and investment administration is essential.
You will work as part of a structured team covering the following areas: Prepare new business documentation and manage cases through to policy issuance.
Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately.
Manage client onboarding, including AML verification and preparation of full compliance files.
Prepare Client Summary Reports, policy summaries, and supporting documentation for advisor and client review.
Handle fund switches, top-ups, premium changes, cancellations, and other policy servicing requests.
Administer retirement, death, and serious illness claims through to completion.
Maintain accurate client and company records using BIS, CRM systems, and life company portals.
Respond promptly and professionally to client and provider queries via phone, email, and in person.
Collaborate closely with colleagues and advisors to enhance workflow efficiency and improve the client experience.
Provide general administrative support to ensure smooth team operations.
Ensure full compliance with all regulatory requirements and internal policies.
Our ideal candidate: Proven experience in life, pension, and investment administration within a brokerage, advisory, or provider environment.
Strong understanding of financial products, compliance frameworks, and regulatory requirements (including AML and CPC).
Minimum APA (Life & Pensions) qualification required, working towards QFA essential.
A full QFA qualification or broader financial services knowledge is a distinct advantage.
Excellent organisational skills with strong attention to detail and accuracy.
Proficiency in Microsoft Word, Excel, and CRM or data management systems; experience with BIS and life company portals (Zurich, Irish Life, Aviva, New Ireland, etc.) is highly desirable.
Strong verbal and written communication skills, with the ability to engage confidently and professionally with clients and colleagues.
Demonstrated ability to work independently while also contributing effectively as part of a collaborative team.
Experience with self-administered pensions or group schemes is an advantage.
Why Join SYS Financial?
Full-time, in-office role (Monday to Friday, 9:15am5:15pm).
Competitive salary commensurate with experience and qualifications.
Comprehensive benefits package including: Pension Scheme Death in Service cover Annual Leave Ongoing Continuous Professional Development (CPD) and full QFA qualification support.
A collaborative, team-focused environment with opportunities for career growth and progression.
About SYS Financial: SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients.
With a team of over 70 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including Savings and Investments ,Protection, Retirement Planning, Retirement Fund Management, Health Insurance Advisory, Public Sector Advisory, and Mortgages.
SYS Financial is proud to be an equal opportunities employer.
We welcome applications from all backgrounds and experiences.
Skills: Telephone Skills Data Entry General Office Administration Sales Administration Benefits: Group Life Assurance Paid Holidays Pension Fund