Life & Pensions Administrator Opportunity
Partnership is key to success in this exciting role where you'll work closely with stakeholders, both internal and external. As a Life & Pensions Administrator, you'll be the face of our company, providing excellent client service and enhancing the overall client experience.
Key Responsibilities:
* Establish new business relationships with clients and organize paperwork efficiently.
* Process life insurance and pension business for clients and companies.
* Communicate effectively with clients, keeping them informed and progressing their business efficiently.
* Perform administrative tasks such as filing, scanning, generating reports, and presentations.
* Support sales staff and senior management in achieving business objectives.
* Coordinate meetings and appointments.
* Produce accurate client reports and maintain client data and CRM files.
* Screen phone calls and direct callers to the right person.
* Maintain polite and professional communication via phone, email, and postal mail.
* Anticipate client needs for a seamless experience.
* Ensure compliance requirements are met for new and existing business clients.
* Work according to established procedures and handbooks.
* Support marketing efforts by promoting products and services.
* Deliver exceptional client service and focus on enhancing the client experience.
Essential Criteria:
* Hold QFA qualification or be part-qualified or working towards it.
* Minimum 3-5 years of experience in life and pensions administration in a fast-paced office environment, ideally in a financial advisory setting.
Benefits Package:
* Salary: €40-€45K based on skills and experience.
* Comprehensive benefits package.
* Pension Contribution 5%.
* Health and Dental coverage.
* Death in Service benefit.
* Reserved parking.
* 24 days annual leave.
This full-time, permanent opportunity requires someone who is QFA certified or working towards the qualification, committed to delivering exceptional client service and enhancing the client experience.