Life & Pensions Administrator

Location:

North Dublin - Hybrid

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€35,000 - €40,000

360 Search are working with a North Dublin Brokerage, with a growing Financial Services Team, as a result they have a requirement for an experienced Administrator from a Life, Pension and/or Mortgage background.
 
Key Responsibilities:

  • Provide a high standard of administrative support to the management team on life and pension products.
  • Prepare client meeting documentation to support consultants, line managers, and directors daily.
  • Processing of new business life and pension applications, dealing directly with the life companies to ensure these are processed accurately and timely.
  • Preparing renewal documentation, dealing directly with the life companies to ensure that these are delivered and processed in an accurate and timely manner.
  • Communicate with clients over the phone and by email, keeping them updated on the progress of their applications and renewals.
  • Fulfil all compliance obligations.
  • Ensure all procedures are strictly adhered to and that peer review and checking are conducted by an appropriate authorised person.

Skills and Qualifications:

  • Ideally, full QFA. Candidates progressing towards will be considered.
  • The position requires a candidate with energy, drive, good communication and a strong customer focus.
  • Good organizational skills and ability to work on your own initiative.
  • Excellent attention to detail and accurate data entry.
  • Good interpersonal skills and a team player.
  • Ability to manage your time efficiently and effectively, working under pressure to meet deadlines.
  • Proficiency in Word and Excel.

HOLLY RAILES

Associate Director

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