Life & Pension Administrator
Location: Dundrum, Dublin
Industry: Wealth Management & Insurance
Salary: Negotiable
Contacts: Louise Quinn, louise.q@honeycomb.jobs
Job Ref: BBBH52794
Expiry date: 2024-08-16
Honeycomb is partnering with an independent Financial Services company based in Dundrum, South Dublin, to recruit for a Life and Pension Administrator to join their growing and dynamic Wealth Management team. The role is hybrid working and is full time and permanent.
The Client
Our client is a well established, third generation general insurance and financial planning broker firm with a strong market present in the areas of wealth management, pensions, investments, employee benefits and mortgage advisory services to private individuals and commercial clients in Ireland. As a privately owned and practitioner-led business, our client is committed to providing an inclusive environment to support their people in the development of a rewarding career in the financial services industry.
The Role
The successful candidate will sit within the Corporate team and will carry out a range of life & pension administration duties, to include:
- Administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
- Provide a high standard of administrative support to the management team on life and pension products.
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
- Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
- Communicate with clients over phone and email keeping them updated on the progress of their applications.
- Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
- Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
Essential Criteria
- QFA
- A minimum of 3 years Life & Pension administration experience.
- Corporate Scheme experience
Package
- Salary dependent on skills and experience.
- 23 days annual leave
- 10 days paid sick leave
- Bonus and Commission Structure
- Defined Contributory Pension Scheme
- Death in Service and Income Protection Cover
- Complimentary Employee Assistance Programme
- Examinations/further study sponsored where relevant to role
To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Honeycomb is committed to providing equality of opportunity to all.