Are you looking to build a rewarding career in the financial services industry? Join our dynamic team as a Life and Pensions Administrator, where you will have excellent career growth opportunities and the flexibility to work in a hybrid environment after an initial training period of 3-6 months in Dundrum, Dublin City.
Key Responsibilities
- Administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
- Provide high-standard administrative support to the management team on life and pension products.
- Prepare client meeting documentation to support Consultants, Line Manager, and Director on a daily basis.
- Attend meetings in a support role and assist the Line Manager and Director regularly.
- Manage the processing of new business applications in Pension, Investments, and Life assurance; liaise directly with life companies to ensure accurate and timely processing.
- Communicate with clients via phone and email, keeping them updated on their applications' progress.
- Collaborate with the Pensions and Compliance Manager to ensure all investment-related information provided to clients is accurate and current.
- Participate in ad-hoc business development projects as required.
- Fulfill all compliance obligations on new business cases (e.g., preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
Skills and Qualifications
- QFA (essential), RPA (desirable), AIIPM (desirable).
- Three to five years' experience (at least 18 months in brokerage).
- Corporate Scheme experience (essential).
- Excellent organisational skills and ability to work on your own initiative.
- Exceptional attention to detail.
- Strong interpersonal skills and a team player.
- Proven track record of delivering excellence in customer service.
- Effective time management and problem-solving abilities.
- Willingness to develop technical knowledge and undertake appropriate study.
- Motivation to grow within the organisation.
- Experience in a regulated financial planning business is advantageous.
- Proficiency in Word, Excel, and PowerPoint.
Remuneration
- Competitive salary commensurate with experience.
- 23 days annual leave.
- 10 days paid sick leave.
- Bonus and Commission Structure.
- Defined Contributory Pension Scheme.
- Death in Service and Income Protection Cover.
- Complimentary Employee Assistance Programme.
- Sponsorship for examinations/further study relevant to the role.
Seize this opportunity to advance your career in a supportive and dynamic environment
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
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