Life & Pension Administrator

Honeycomb is partnering with a high performing Wealth Management company based in South Dublin to recruit for a Life & Pension Administrator. The role is full time and permanent and would suit someone who is QFA certified or working towards same.

The client

A high performing Wealth Management company based in South Dublin who are going through a period of growth.

The Role

The role of Life & Pension Administrator is central to the core operation of the business and involves working with a number of stakeholders both internal and external. Typical duties include:

• Responsible for new business client set-up and organising of 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.
• Anticipating the needs of others in order to ensure their seamless and positive experience.
• Maintaining and implementing compliance requirements for New and Existing Business clients.
• Working in line with company procedures and handbooks.
• Supporting marketing by promoting products and services offered by the company.
• Delivering a consistent, high level of professional client service with a focus on enhancing the client experience at every interaction.
• General office duties.

Essential Criteria

• 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

• Salary is €35 - €40K depending on skills and experience
• Benefits package

To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Clare Patterson on clare.p@honeycomb.jobs.

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.