Honeycomb is partnering with a high performing Wealth Management company based in South Dublin to recruit for a Life & Pension Administrator. The role is full time and permanent and would suit someone who is QFA certified or working towards the qualification.
The client
A high performing Wealth Management company based in South Dublin who are going through a period of growth.
The Role
The role of Life & Pension Administrator is central to the core operation of the business and involves working with a number of stakeholders both internal and external. Typical duties include:
1. Responsible for new business client set-up and organising of paperwork.
2. New business processing for life insurance and pension business with clients and life insurance companies.
3. Following up and supporting clients by keeping them informed and progressing their business efficiently by providing excellent customer services.
4. Handling office tasks such as filing, scanning, generating reports and presentations.
5. Support to sales staff and senior management.
6. Setting up and booking meetings.
7. Producing accurate client reports.
8. Managing client data and maintaining CRM files.
9. Screening phone calls and routing callers to the appropriate party.
10. Maintaining polite and professional communication via phone, e-mail and postal mail.
11. Anticipating the needs of others in order to ensure their seamless and positive experience.
12. Maintaining and implementing compliance requirements for New and Existing Business clients.
13. Working in line with company procedures and handbooks.
14. Supporting marketing by promoting products and services offered by the company.
15. Delivering a consistent, high level of professional client service with a focus on enhancing the client experience at every interaction.
16. General office duties.
Essential Criteria
17. QFA qualified or part-qualified or working towards this.
18. Minimum of 3-5 years of experience in in Life and Pensions administration in a fast-paced office environment ideally in a Financial Advisory business.
Package
19. Salary is €40-€45K depending on skills and experience
20. Benefits package
21. Pension Contribution 5%
22. Health and Dental
23. Death in Service
24. Parking
25. 24 days annual leave