Salary
Pension, Income Protect, Death
Location
Dublin, BAILEATHACLIATH, Ireland, Ireland
Posted on
May 17, 2023
Profile
Job Overview
An excellent new opportunity for an experienced Life & Pensions Administrator for an award-winning Financial Services broker located in Dublin 8.
Salary negotiable depending on experience
Hybrid working model with 3 days in office and 2 days WFM
Income Protection, Death in Service & Pension
Subsidised Parking on-site
Role Responsibilities:
Working closely with our Financial Consultants to provide a high level of service to new and existing clients
Preparation for Financial Consultant meetings e.g. quotations, compliance documents, client portfolios
Processing and overseeing new business applications for protection, pension and investment business
Managing a portfolio of group risk and pension clients, including administration of their annual reviews
Maintaining a good knowledge of financial services products and compliance, keeping up to date with any new developments
Developing and managing relationships with insurance providers, clients and other staff members
Ensure the interests of clients and the integrity of the market is at the centre of the way you do business
Identify the needs and objectives of the client and provide best advice based on information gathered and research conducted
Act in a compliant and ethical manner at all times
Experience & Qualifications:
QFA qualification is essential
Computer skills - Microsoft Office
Excellent numeracy and literacy skills
An excellent telephone manner
Excellent attention to detail
Excellent communication skills
Ability to work closely with colleagues at all levels
Positively engage with other team members, staff, insurers, and clients.
Complete the appropriate annual CPD requirement and maintain Minimum Competency Code
Company info