Senior Life & Pensions Administrator
Key Responsibilities:
- Oversee the entire business pipeline, ensuring efficient processing of pensions, investments, and protection policies from initiation to completion.
- Maintain daily communication with major Life Insurance Companies in Ireland, facilitating a seamless flow of information between Account Managers and Financial Advisors.
- Manage the submission of new business applications in the areas of pensions, investments, and life assurance, collaborating directly with Life Assurance companies to guarantee accurate and timely processing.
- Engage with clients via phone and email to provide updates on the status of their applications.
- Take full responsibility for the management of our corporate client portfolio, including delivering quarterly updates to clients.
- Ensure compliance with all regulatory standards, including Anti-Money Laundering obligations and the Consumer Protection Code.
- Assist Financial Advisors with various administrative tasks as needed.
Qualifications and Skills Required:
- Strong communication skills.
- A proactive team player.
- Ability to handle multiple tasks and prioritize inquiries effectively.
- Highly self-motivated with the capability to work independently.
- Exceptional attention to detail.
- Strong organizational abilities.
- Willingness to adapt to various duties as required.
Educational Background:
- QFA qualified (or nearing completion).
- Familiarity with Anti-Money Laundering regulations and compliance protocols.
- 2-3 years of experience in the Life, Pensions, and Investments sector.
Remuneration
Hybrid working.
Excellent Salary and benefits package.
If you would like to be considered for this role please forward your CV