Life & Pensions Administrator
Location:
Drogheda
Role Overview
Our client is seeking an experienced
Life & Pensions Administrator
to provide high-quality administrative and technical support to Senior Wealth Advisors. This is a key role within the business, requiring prior experience in a broker environment and hands-on knowledge of life and pension products.
The successful candidate will manage new business and existing client servicing across life, pensions and investments, to ensure all client applications, reviews and queries are processed accurately and efficiently.
Key Responsibilities
* Provide a high standard of administrative support to the Wealth Advisors
* Manage the end-to-end processing of new business applications for pensions, investments and life assurance
* Deal directly with all major life companies to ensure timely and accurate processing of policies
* Administer policy reviews and assist with tax-related and product-specific queries
* Liaise with clients by phone and email, keeping them informed of application and review progress
* Prepare client meeting documentation and support consultants before and after meetings
* Organise and coordinate meetings and schedules
* Ensure all client information is accurate, compliant and up to date
* Maintain detailed and accurate client records
* Responsible for Anti Money Laundering (AML) documentation
* Assist with ad-hoc projects and business development initiatives as required
Skills, Experience & Qualifications
* QFA qualification – essential
* Minimum 3–5 years' experience in a regulated financial services environment
* Previous experience working in a broker's office is essential
* Hands-on experience dealing with all major life companies
* Strong understanding of life, pension and investment products, including reviews and tax-related matters
* Excellent organisational skills with strong attention to detail
* Proven ability to manage workload independently and prioritise effectively
* Strong interpersonal and communication skills
* High standard of customer service with a proactive, problem-solving approach
* Proficient in Microsoft Word, Excel and PowerPoint
* Motivation to develop within the organisation and continue technical learning
For more information, please contact Honor. All applications will be treated in strict confidence.