A well respected Wealth Management firm are expanding their Private Clients Team and with that, are looking to take on an experienced Life & Pensions Administrator!
This is a Hybrid role whereby the successful candidate will be allowed to work from home 2-3 days a week.
Main Responsibilites;
Job Requirements;
This is a Hybrid role whereby the successful candidate will be allowed to work from home 2-3 days a week.
Main Responsibilites;
- Managing client queries
- Providing excellent administration services to sales team
- Dealing with a portfolio of well established clients
- Updating client portfolio valuations
- Processing new business applications
- Keeping detailed records on the CRM
- Support and training of junior colleagues
- Ensuring compliance procedures are followed
- Project work
Job Requirements;
- At least 2 Years experience as a Life & Pension Administration / Sales role within a brokerage firm
- Strong technical knowledge of life, pension & investment products and general market knowledge
- High attention to detail
- Proficient in IT
- Excellent numerical skills
- Strong customer service and interpersonal skills
Please apply through the portal or send your CV to nmccabe@eirkoo.ie.
