Life & Pension Administrator

Honeycomb is delighted to partner with a growing Wealth Management practice to recruit for a Life & Pension Coordinator. The role is full time, permanent and operating on a fully remote basis. As the company is expanding, there is great opportunity for development and progression. The Client Our client is a fast-growing personal financial planning company headquartered in Dublin. They have a fresh approach to wealth management and put the customer at the fore of everything they do. Delivering an exceptional customer service is paramount and is evident in their 5 star Google review rating. The Role The Life & Pension Coordinator is a key link between the Financial Advisers and the administration Team; working closely with the Administrator Team Lead to ensure the smooth running of a busy administration function. Overview of Responsibilities

• Receiving client application requests from Financial Advisers, interpreting them, clarifying them, and relaying the requirements back to the administration Team

• Reviewing completed applications and suitability letters prior to sign off by the Financial Advisor and Client

• Meet Administration Team Lead daily

• Helping the Administration Team with Client queries

• Liaising with Life Assurance companies

• Assisting Financial Advisers with technical queries

• Assisting with the development and evolution of workflow processes

• Monitoring our CRM system activity to make sure protocols are being adhered to

• Assisting Head of Operations with internal projects

• Keeping up to date with industry and regulation developments

Essential Criteria

• Exceptional attention to detail

• Customer Service mindset

• Highly organised

• Excellent communication and interpersonal skills

• QFA (Fully Qualified)

• At least 5 years relevant industry experience with strong knowledge of the current pensions, investments, and protection landscape

Package

• Salary €45 - €50K

• Fully remote working

• Pension, Death In Service, and Income Protection benefits

• Opportunity to grow and develop the role

• Open, positive and modern working environment in a fast-growing ambitious company

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.