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Life and Pensions Administrator

Recruitment Plus
€25-28K DOE
Permanent | Full Time
Last updated:
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Job Description

Job Title: Life and Pensions Administrator- S008967

Salary: €25-28K DOE

Location: Sandyford




My client is now seeking a Life and Pensions Administrator to join their team in Dublin.


Role Responsibilities:


·       Providing administration and sales support role to advisors and directors of the firm.

·       Arranging appointments with new and existing clients for sales advisors.

·       Diary management.

·       Ongoing management of CRM system and client file upkeep and development.

·       Will maintain professional development through tutorials and seminars.

·       Chasing authorised leads in order to seek out new appointments.

·       Maintain compliant up‐to‐date records within an existing filing system.

·       Familiarise yourself with the Consumer Protection code and other relevant legislation by which the role is governed.

·       Will support marketing initiatives, e.g. through the maintenance of contact databases, preparation of emailing lists etc.

·       Creating, maintaining and fulfilling a personal development plan within the firm

·       Contribute to the continuous improvement of administrative processes.

·       Manage ad hoc requests and general enquiries.



Skills and Experience Required:


·       This role would suit candidates who have commenced their QFA qualifications, or who wish to obtain QFA qualifications.

·       Must aim to obtain relevant qualifications within 2 years of start date.

·       Must have at least 2 years administrative experience.

·       Candidates with knowledge of the Financial Services industry and related products and services will have a distinct advantage.

·       Good accuracy and attention to detail

·       Excellent written and oral communications skills.

·       Team player with the ability to work on your own initiative.



For more information please call Lorna on 01 2788610 or send your CV in confidence through the link.



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