Morgan McKinley

Pensions Administrator

Morgan McKinley

Dublin, County Dublin, Ireland · Full Time

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Experience
2–3 yrs
Salary
Openings
1
Posted
3 days ago
Work mode
In office
Education
Degree in Business, Finance, or a related discipline
Eligibility
Applicants should have the right background in Business, Finance, or a related discipline, along with 2 to 3 years of relevant experience in financial advisory or life and pensions administration. QFA-qualified candidates with AML/compliance knowledge are suitable.
Resume
Required to apply

Where you'll work

Job description

Role overview

We are looking for an administrator to support a growing Irish wealth management and financial advisory team in Dublin City Centre. This position offers the chance to work closely with advisers and build hands-on experience across wealth management, pensions, and investment services.

Key responsibilities

  • Take ownership of the full administration process for client portfolios from start to finish.
  • Assist with yearly portfolio reviews and the preparation of valuations.
  • Handle new business submissions across pension, protection, and investment products.
  • Coordinate with product providers so applications are processed promptly.
  • Keep clients updated on their portfolios and application progress.
  • Support advisers in meeting regulatory and compliance obligations.

Requirements

  • A degree in Business, Finance, or a closely related field.
  • At least 2 to 3 years of experience in a comparable role within a financial advisory firm or life and pensions brokerage.
  • QFA qualification.
  • Working knowledge of AML and compliance standards.
  • Strong accuracy and numerical skills.
  • Clear written and spoken communication abilities.
  • Capability to work effectively both on your own and as part of a team.

Additional information

This is a fully on-site role based in Dublin City Centre.

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