Life and Pensions Administrator Our client, a leading financial broker is looking to recruit an experienced Life and Pensions Administrator to join their energetic team.

The role requires someone who is self-motivated and whose ambition is to work as a trusted professional advisor for clients in managing their wealth. The role will involve working with clients to help them realise their financial goals.

The successful candidate will need to have the ability to work independently and proactively anticipate client and team needs.

Ideal for someone who is looking to pursue their career as a Financial Advisor 

The Role:
  • Answering queries via inbound telephone and email
  • Prepare Statements Of Suitability for both corporate and personal clients
  • Manage new applications
  • Administering group pensions and benefits schemes
  • Ensuring client enquiries are handled within agreed service levels
  • Working alongside and assisting Financial Advisors
  • Maintaining up-to-date records on our CRM systems and ensuring all compliance requirements are met
  • Daily office administration duties
Requirements:
  •  At least 3 years experience in a Life and Pensions role
  •  QFA or working towards
  •  Looking for someone who is self motivated and can work on their own initiative.
  •  The successful candidate must have good interpersonal skills
Benefits:
  • Competitive Salary
  • Inclusion in company pension scheme
  • Life assurance
  • Assisted learning and exam support
  • Hybrid working options

How to apply:
If you'd like to apply for the role, feel free to send your CV directly to Rachael at rlawrie@eirkoo.ie or call 01-6991200. Appy Now

Key Job Specs

  • Listed: 09 Jul 2024
  • Location: Dublin City Centre
  • Work Type: Permanent / Full Time

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