Our client was established in 2010 and specializes in Pensions and Investment solutions and Financial Planning. Their client base are primarily owner directors, senior employees, professionals and self-employed.
The company are looking for an Administrator with previous Pensions experience to join their team. The successful candidate will report to the Director of Client Services.
This will be a hybrid role, and the successful applicant will be required to work 3 days a week from the office in Foxrock. Reduced or Part-time hours may be considered (if sought).
The successful candidate will join a close-knit, friendly and welcoming team that foster a collaborative and supportive working environment.
The Role’s Key Duties & Responsibilities:
- Prepare and maintain client files.
- Prepare recommendations and suitability reports in conjunction with Financial Advisors.
- Research independently and with team members to identify solutions to meet clients’ needs.
- Liaise with client’s legal and tax advisers as required.
- Provide new and existing business administration support across Life, Pensions & Investment policies.
- Oversee implementation of recommendations and ensure compliance is in order.
- Answer and assist with client queries over the phone and via email.
- Keep up to date with new product, technical and legislative changes within the marketplace.
- Attend all training and CPD courses as required.
The successful candidate should have the following skills:
- Excellent understanding of the financial planning process.
- Good technical knowledge in a wide range of product areas – pensions, investments, protection.
- Excellent suitability report writing skills.
Required experience:
- The successful candidate must have prior experience of working within the Irish pensions/life assurance/personal financial services industry as a paraplanner or in an administration role for a life and pensions brokerage or a life assurance company.
- Hold the QFA at a minimum.
- Have strong communication and organization skills.
