Pension Administrator

Overview

Our client, a reputable financial services company based in Drogheda, Co. Louth, is hiring an experienced Life & Pensions Administrator. This pivotal role involves delivering comprehensive administrative and technical assistance to Senior Wealth Advisors, handling a broad range of life, pension, and investment products within a growing organization.

Key Responsibilities

• Oversee new business processing and manage servicing for existing clients covering life insurance, pensions, and investment portfolios.
• Coordinate directly with all major life insurance providers to guarantee prompt and precise policy management.
• Conduct policy reviews and assist with tax-related and product-specific inquiries.
• Prepare documentation for client meetings and offer continual support to Wealth Advisors.
• Maintain thorough client records and Anti-Money Laundering (AML) documentation, ensuring compliance standards are met.

Qualifications and Experience

• QFA qualification achieved or actively pursued.
• At least two years of experience within a regulated financial services setting.
• Experience working in a broker's office is beneficial but not mandatory.
• Solid knowledge of life insurance, pension plans, and investment products.
• Excellent organizational capabilities coupled with a proactive and client-centered mindset.