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Financial services administrator

Dundalk
beBee Careers
Financial services administrator
Posted: 12 June
Offer description

Life and Pension Administrator Role
The role of Life and Pension Administrator is a vital position in our organization. The successful candidate will be responsible for supporting Financial Advisors with administration duties related to Pension and Investment products.

Key Responsibilities:
* 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:
* Must be QFA certified or working towards
* At least 2 years experience working within a Brokerage or Pension / Investment provider
* Excellent communication skills

Benefits:
* Salary €40-€45K depending on experience
* Pension contribution
* Generous annual leave
* Onsite parking

About the Opportunity:
This is an excellent opportunity for a motivated individual to join our team as a Life and Pension Administrator. The ideal candidate will have a strong background in administration, excellent communication skills, and a passion for delivering high-quality results. If you are looking for a challenging and rewarding role, please submit your application.

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