Pensions & Investments Administrator

Position Overview

A reputable financial services brokerage is seeking a dedicated Pensions & Investments Administrator to join their Portlaoise office on a permanent full-time basis. The role centers on managing new business applications across Life Assurance, Pensions, and Investments while maintaining seamless communication with Financial Advisors, life companies, and clients to ensure compliance and efficiency.

Key Responsibilities

• Efficiently handle new business application processing for Life Assurance, Pensions, and Investments.
• Maintain active liaison with Financial Advisors, life companies, and clients to facilitate smooth application progression and pension transfers.
• Track and monitor new business pipelines, proactively follow up on pending requirements, and keep clients consistently updated.
• Perform meticulous file inspections to ensure compliance with Central Bank regulations and internal company procedures.
• Provide exceptional customer service emphasizing accuracy and attention to detail throughout all stages.

Required Qualifications and Skills

• Between one to five years' experience within a financial services brokerage, specifically involving pensions administration.
• Solid expertise in pensions, life assurance, and investment products.
• Possession of APA (Life & Pensions) qualification at minimum.
• Strong organizational abilities, communication skills, and administrative proficiency.
• Competency in Microsoft Excel and Word applications.
• Currently residing within a reasonable commuting distance of Portlaoise, County Laois, with full working rights in Ireland.

Additional Preferences

• QFA qualification or actively pursuing the QFA certification is advantageous.