Job description

Life & Pensions Administrator - South Dublin - 35k

About Your New Employer

Our client who specialises in life, pension, investment and wealth management are looking for a life and pensions admin person for their team in south Dublin.

About Your New Job

Provision of professional customer service support to our clients;
Close monitoring of sales pipeline cycle;
Processing and management of new business applications, from start to finish
Provision of Sales Support for firm’s consultants, to include pre-sales quotes, pack preparation; liaising with clients for requirements to process new business and updating them regarding same.
Liaising with various company stakeholders;
Diary management for consultants
Preparation of Client Reports, cash flow planning, quotations, portfolio schedules.
Reporting to Management regarding workflow tasks and duties
Regulatory Compliance responsibility – preparation of SOS reports, fact find generation and issuing of terms of business.

What Skills You Need

Need 1 year experience preferably in a brokerage for life and pensions.
Experience with all pension products, but preferably retail individual pensions (EPP, PRSA, PP)
Minimum of APA life and pensions minimum

What’s on Offer

What’s Next

Apply now by clicking the “Apply Now" button or call me, Rachel McMahon on +353 1 4744646.

Or if the job isn’t quite right but you are looking for something similar, please get in touch