Job Description:
Are you a highly organized and detail-focused professional seeking a challenging role in the financial sector?
We are currently recruiting for a Life and Pension Administrator to join our team based in Dundalk.
The successful candidate will be responsible for supporting our Financial Advisors with a range of administration duties relating to Pension and Investment products. Key tasks will include:
- Processing new business applications
- Compliance Administration
- Liaising with Providers and customers to progress applications and resolve queries
- Arranging Advisor appointments
- Preparing Client packs
- Manage the client review process
- Update CRM system with accurate and timely information
Requirements:
To be considered for this role, you must possess the following skills and qualifications:
- QFA certification or working towards
- At least 2 years experience working within a Brokerage or Pension / Investment provider
- Excellent communication skills
Benefits:
The successful candidate can expect the following benefits:
- Salary €40-€45K depending on experience
- Pension contribution
- Generous annual leave
- Onsite parking
About Us:
We are committed to providing equality of opportunity to all. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.