Morgan Mc Kinley are delighted to be partnering with a thriving Cork based firm in the recruitment of this full time permanent role.
As a Life and Pensions Administrator you will play a key role in delivering end-to-end administrative and client service support to our Financial Planners and clients.
The Role: 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.
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 and working towards QFA.
A full QFA qualification or broader financial services knowledge is a distinct advantage.
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.
Training and mentoring will be provided, but experience in life, pensions, and investment administration is essential.
Skills: APA QFA Financial Planning Pensions Life Assurance