Life & Pensions Administrator

About the Role

A prominent Irish wealth management and financial advisory firm is expanding its team and looking for a dedicated administrator. This role offers a valuable opportunity to provide support to financial advisers while gaining comprehensive experience across wealth management, pension schemes, and investment services.

Qualifications & Skills

• Holds a degree in Business, Finance, or related areas
• Possesses 2 to 3 years of relevant experience within financial advisory firms or life & pensions brokerage environments
• QFA accreditation considered a plus
• Familiarity with Anti-Money Laundering (AML) laws and regulatory compliance obligations
• Strong numerical aptitude with rigorous attention to detail
• Excellent communication skills, both verbal and written
• Capable of operating effectively both independently and within a team setting

Key Responsibilities

• Oversee the complete administration of client investment portfolios
• Assist with annual portfolio reviews and prepare necessary valuations
• Administer new business activities relating to pensions, protection policies, and investment products
• Coordinate with product providers to ensure timely application processing
• Engage with clients to update them about their portfolios and related application statuses
• Support advisers in adhering to regulatory and compliance standards