Life & Pension Administrator

Honeycomb is delighted to partner with an Independent Financial Advisory practice based in Dundrum, Ireland, to recruit for a Life & Pension Administrator. The role is full time and permanent.

Company:
Based in Dundrum, our client is a people centric practice dedicated to delivering exceptional financial advice tailored to each client's unique needs. They have an excellent workplace culture where every member of the team has a voice and all enjoy a collaborative, dynamic working environment.

The Role:
The primary function of the Life and Pension Administrator is to provide support services to the sales team which would include but is not limited to the following:

• Responsible for new business client set-up and organising of their paperwork.

• New business processing for life insurance and pension business with clients and life insurance companies.

• Following up and supporting clients by keeping them informed and progressing their business efficiently by providing excellent customer services.

• Handling office tasks such as filing, scanning, generating reports and presentations.

• Support to sales staff and senior management.

• Setting up and booking meetings.

• Producing accurate client reports.

• Managing client data and maintaining CRM files.

• Screening phone calls and routing callers to the appropriate party.

• Greeting and assisting visitors when required.

• Maintaining polite and professional communication via phone, e-mail and postal mail.

• Maintaining and implementing compliance requirements for New and Existing Business clients.

• Delivering a consistent, high level of professional client service with a focus on enhancing the client experience at every interaction.

• General office duties.

Requirements:

• QFA qualified or part-qualified or working towards this.

• Minimum of 3-5 years of experience in in Life and Pensions administration in a fast-paced office environment ideally in a Financial Advisory business.

Package:

• €40 - €45K

• 5% Pension match

• VHI - Health and Dental

• Death in Service

• 24 days holidays + stats

• Free onsite parking

• Beside 2 Luas stations and the M50 Junction 13

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, at Honeycomb on 028 96207050.
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.

** Please note, we are receiving an exceptionally high number of applications and present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding. **