Administrative Professional
We are seeking an experienced Administrative Professional to join our expanding team in Dublin City.
Key Responsibilities:
* Deliver exceptional insurance and pension administration support to clients
* Conduct thorough analysis of client arrangements and new business processing
* Prepare comprehensive suitability statements
* Evaluate and research retirement funds for clients
* Implement compliance protocols
* Produce detailed reports
Requirements:
* APA qualified at a minimum
* QFA qualified or working towards same
* Minimum 1 year experience in life and pensions administration or financial services brokerage firm
* Technical knowledge of insurance, pension, and investment products
* General understanding of investment markets
* Strong customer service focus