Administration Executive - Advisory (Life & Pensions)
Join to apply for the Administration Executive - Advisory (Life & Pensions) role at Howden Ireland
Administration Executive - Advisory (Life & Pensions)
3 days ago Be among the first 25 applicants
Join to apply for the Administration Executive - Advisory (Life & Pensions) role at Howden Ireland
Get AI-powered advice on this job and more exclusive features.
Based out of our Dublin Docklands office, Howden Ireland are delighted to have a vacancy for a Senior Administration Executive who will be an integral part of our wider Financial Advisory team.
We are seeking a detail-oriented and proactive Administration Executive to join our Advisory Department, with a focus on Life & Pensions and will report directly to the Head of Operations - Advisory. This role is vital to the smooth running of client and adviser support functions.
About the role
The role will sit within the administration team and will provide full support to the inhouse Financial Planning Advisor team in all administration matters for both new business and management of existing clients. The successful candidate will manage the end-to-end administration process associated with life, pensions, and protection products, ensuring a high standard of service delivery, compliance, and efficiency.
Key Responsibilities
* Provide Administration and Sales Support to a team of Financial Planning Advisors including preparation of documentation, management of existing client database, dealing directly with client queries, new business submission, quality control and checking, pipeline management and commission management oversight.
* Daily liaison with Product Providers in relation to new business and existing client queries across investment, pension and protection product lines.
* Monitoring and oversight of Product Provider service levels to ensure optimal service delivery to Howden and its clients.
* General administration duties including filing, opening post (physical and virtual), managing incoming phone calls, emails and other tasks as assigned by their manager.
* Adhere to compliance and Howden business procedures as outlined by the business including proper utilisation of tools, systems and templates provided to ensure optimal service is delivered in the most efficient manner
* Oversee the full lifecycle of policy administration for life, pensions, and protection products.
* Act as a key liaison with product providers, managing queries and ensuring timely processing of new business, alterations, withdrawals, and policy servicing.
* Ensure accurate and compliant documentation handling, both physically and through digital platforms.
* Proactively support annual reviews, renewals, and client communications, ensuring deadlines are met.
* Provide senior-level administrative support to financial advisers and the Head of Operations, including preparation of policy comparisons, client reports, and bespoke documentation.
* Supervise or mentor junior administrative staff, promoting best practices and operational efficiency.
* Maintain and update CRM systems and internal platforms with high data accuracy.
* Produce reports on pipeline progress, completed business, and outstanding requirements.
* Ensure all processes adhere to Central Bank of Ireland (CBI) regulations, GDPR, and internal compliance protocols.
* Conduct regular quality control checks and support audit preparation or file reviews.
* Identify and escalate risks or compliance concerns where necessary.
* Contribute to continuous improvement of administration workflows, document templates, and client communications.
* Support the Head of Operations in developing standard operating procedures and departmental efficiencies.
* Act as a key point of contact for resolving administrative issues or complex policy cases.
About You
* Extremely well organised with excellent time management skills.
* Ability to work on own initiative and as part of growing team, meet deadlines and work under pressure in a busy environment.
* Aptitude for learning involves specifically working towards an industry qualification over a specified period.
* A minimum of 2 years previous experience working in an administrative role in the Life & Pensions industry is preferred
* Familiarity with Life & Pension broking platforms, provider systems, portals and products is essential
* Possesses a strong attention to detail and be good at multi-tasking.
* Excellent Communications and Customer Service Skills
* Customer focused and driven, with a strong sense of curiosity and a relentless concentration on continuous improvement
* This role provides an ideal opportunity for an ambitious candidate to develop a successful career in the financial advisory industry.
About Howden Ireland:
Howden Ireland is part of Howden, the global insurance intermediary group, and has over 500 employees across 28 local offices advising clients on their commercial insurance, personal insurance, health insurance, life and pensions and mortgage requirements. Our success is primarily down to the incredible people we employ.
For more information, please visit About Us | Howden Ireland (howdengroup.com)
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative, Customer Service, and General Business
* Industries
Insurance Agencies and Brokerages, Insurance and Employee Benefit Funds, and Insurance
Referrals increase your chances of interviewing at Howden Ireland by 2x
Get notified about new Executive Administration jobs in Dublin, County Dublin, Ireland.
General Manager's Assistant, SNN4 Operations
Dublin, County Dublin, Ireland 2 weeks ago
Senior Vice President Transformation Office Client & Product
Dublin, County Dublin, Ireland 7 months ago
Product & Client Transformation Office – Vice President Business Analyst
Dublin, County Dublin, Ireland 7 months ago
Vice President, Senior Loan Agency Specialist I
Dublin, County Dublin, Ireland 1 month ago
Senior Vice President, Service Delivery General Management Manager
Dublin, County Dublin, Ireland 1 week ago
Maynooth, County Kildare, Ireland 1 week ago
Maynooth, County Kildare, Ireland 1 week ago
Dublin, County Dublin, Ireland 5 days ago
Dublin 10, County Dublin, Ireland 2 weeks ago
Dublin, County Dublin, Ireland 4 days ago
Dublin, County Dublin, Ireland 1 week ago
Dublin, County Dublin, Ireland €45,000.00-€55,000.00 2 weeks ago
Dublin, County Dublin, Ireland 1 week ago
2025/80 Mortuary Manager – Permanent, Full-Time
Dublin, County Dublin, Ireland 12 hours ago
Dublin, County Dublin, Ireland 1 week ago
Dublin, County Dublin, Ireland 1 week ago
Chief Operating Officer/Managing Director
Dublin, County Dublin, Ireland 19 hours ago
Assistant Manager Weavers of Ireland Dublin
Dublin 8, County Dublin, Ireland 2 days ago
Dublin, County Dublin, Ireland 1 week ago
Business Operations Manager - Customer Excellence Group (CEG)
Dublin, County Dublin, Ireland 2 weeks ago
Citi Europe Governance and Analyst Lead - VP - Dublin
Dublin, County Dublin, Ireland 10 hours ago
Dublin, County Dublin, Ireland 3 weeks ago
Dublin, County Dublin, Ireland 1 month ago
Dublin, County Dublin, Ireland 6 days ago
Dublin, County Dublin, Ireland 3 days ago
Assistant Director - User Complaints Team & Investigations Team - Platform Supervision & Investigations Division (AP)
Dublin, County Dublin, Ireland 11 hours ago
Global Head of People Services & Total Rewards
Dublin, County Dublin, Ireland 3 days ago
Dublin, County Dublin, Ireland 3 days ago
Assistant Director, User Complaint & Investigations Teams Platform Supervision & Investigations Division
Dublin, County Dublin, Ireland 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr