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 policies
Processing and managing pension scheme documentation and queries
Preparing and reviewing investment portfolio valuations
Ensuring compliance with all regulatory requirements (Central Bank of Ireland guidelines)
Supporting sales and advisory teams with client onboarding and follow-ups
Liaising with life companies to ensure timely processing of new and existing business
Managing client queries with professionalism and efficiency
Maintaining accurate records and updating internal CRM systems
Candidate Requirements:
QFA qualification (minimum requirement)
2+ years of relevant experience in a life & pensions brokerage, life office, or bank
Strong knowledge of Irish life assurance, pension, and investment products
Exceptional attention to detail and high standards of client service
Strong organisational and communication skills
Ability to work well both independently and as part of a collaborative team
Proficiency in Microsoft Office and familiarity with CRM/database systems
Salary & Benefits:
Competitive salary of €40,000 – €50,000, depending on experience
Discretionary annual bonus
Hybrid working model (after onboarding period)
Generous pension scheme
CPD support and funding for further professional development
Modern, well-connected office environment in Sandyford
A supportive and friendly team culture focused on personal and professional growth
If 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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