Life And Pensions Administrator, Dublin

Last update 2024-07-19
Expires 2024-08-19
ID #1887869311
Life And Pensions Administrator, Dublin
Ireland, Dublin, Dublin,
Modified October 17, 2023


360 Search are recruiting for a long-established Financial Services brokerage based in Dublin 2. The company provide Life, Pensions, Investments and Savings advice to their individual clients. As well as providing Pensions and Risk advice to a large portfolio of Corporate Clients. Additionally, the Brokerage have a busy Mortgage Offering.    Due continued demand from both new and existing clients, the company are looking to add an experienced Life & Pensions Administrator to their team of Administrators.    Role: Work as a support network for the Financial Advisors in managing pipelines and processing applications with various Providers Responsible for accurate and timely input of applications online – “Right First Time” approach Proactively contact clients, via phone and email, to ensure they are kept updated on the progress of their application Proactively manage pipeline by liaising with clients, financial institutions, life companies to gather outstanding information to bring a case to successful closure Responsible for ensuring all client communication and application updates are recorded on the CRM system Responsible for ensuring individual compliance with all company policies and compliance standards Requirements: Previous experience in a Broker and/or Financial Service (Sales/Product) role essential. Previous experience in an administration role Ideally hold full QFA or at a minimum hold APA in Life and Pensions Excellent interpersonal and communication skills, with ability to multitask Accuracy with a strong attention to detail and numeracy skill Proficient in MS office packages; specifically Excel and Word Ability to use discretion and always maintain confidentiality.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Life and pensions administrator

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