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Financial services administrator – life, pensions & investments

Dublin
GPC Finance
Financial services administrator
Posted: 11 June
Offer description

Our client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.Key Responsibilities:Administration and servicing of life assurance policiesProcessing and managing pension scheme documentation and queriesPreparing and reviewing investment portfolio valuationsEnsuring compliance with all regulatory requirements (Central Bank of Ireland guidelines)Supporting sales and advisory teams with client onboarding and follow-upsLiaising with life companies to ensure timely processing of new and existing businessManaging client queries with professionalism and efficiencyMaintaining accurate records and updating internal CRM systemsCandidate Requirements:QFA qualification (minimum requirement)2+ years of relevant experience in a life & pensions brokerage, life office, or bankStrong knowledge of Irish life assurance, pension, and investment productsExceptional attention to detail and high standards of client serviceStrong organisational and communication skillsAbility to work well both independently and as part of a collaborative teamProficiency in Microsoft Office and familiarity with CRM/database systemsSalary & Benefits:Competitive salary of €40,000 – €50,000, depending on experienceDiscretionary annual bonusHybrid working model (after onboarding period)Generous pension schemeCPD support and funding for further professional developmentModern, well-connected office environment in SandyfordA supportive and friendly team culture focused on personal and professional growthIf you’re passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Katie Garvey.
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