Administration Executive - Advisory (Life & Pensions) - Sligo

hyperiongrp; Sligo; On-site; EUR 32,000 - 42,000; Full time

Job summary

Howden Ireland is hiring an Administration Executive in Sligo to support the Financial Planning Advisors with end-to-end administration for life, pensions and protection products.

The role emphasises accuracy, proactive client service, and collaboration with product providers while maintaining regulatory compliance and efficient processes.

Qualifications

• Extremely well organised with excellent time management skills.
• Ability to work on own initiative and as part of a growing team, meeting deadlines.
• Aptitude for learning involves working towards an industry qualification.
• 2+ years in an administrative role in Life & Pensions preferred.
• Familiarity with Life & Pension broking platforms, provider systems and products.

Responsibilities

• Provide administration and sales support to Financial Planning Advisors, including documentation prep and client queries.
• Liaise with product providers on new business and client queries across investment, pension and protection lines.
• Oversee policy administration lifecycle for life, pensions and protection products.
• Maintain CRM data accuracy and produce pipeline reports.
• Ensure compliance with CBI regulations, GDPR and internal procedures.

Skills

Organisational skills

Time management

Attention to detail

Communications

Customer service

Education

Industry qualification pursuit

Tools

CRM systems

Provider portals

Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It's what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities - work / life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

Based out of our Sligo office, Howden Ireland are delighted to have a vacancy for an Administration Executive who will be an integral part of our wider Financial Advisory team.

We are seeking a detail-oriented and proactive Administration Executive to join our Advisory Department, with a focus on Life & Pensions and will report directly to the Head of Operations - Advisory. This role is vital to the smooth running of client and adviser support functions.

About the role

The role will sit within the administration team and will provide full support to the inhouse Financial Planning Advisor team in all administration matters for both new business and management of existing clients. The successful candidate will manage the end-to-end administration process associated with life, pensions, and protection products, ensuring a high standard of service delivery, compliance, and efficiency.

Key Responsibilities

• Provide Administration and Sales Support to a team of Financial Planning Advisors including preparation of documentation, management of existing client database, dealing directly with client queries, new business submission, quality control and checking, pipeline management and commission management oversight.
• Daily liaison with Product Providers in relation to new business and existing client queries across investment, pension and protection product lines.
• Monitoring and oversight of Product Provider service levels to ensure optimal service delivery to Howden and its clients.
• General administration duties including filing, opening post (physical and virtual), managing incoming phone calls, emails and other tasks as assigned by their manager.
• Adhere to compliance and Howden business procedures as outlined by the business including proper utilisation of tools, systems and templates provided to ensure optimal service is delivered in the most efficient manner
• Oversee the full lifecycle of policy administration for life, pensions, and protection products.
• Act as a key liaison with product providers, managing queries and ensuring timely processing of new business, alterations, withdrawals, and policy servicing.
• Ensure accurate and compliant documentation handling, both physically and through digital platforms.
• Proactively support annual reviews, renewals, and client communications, ensuring deadlines are met.
• Provide senior-level administrative support to financial advisers and the Head of Operations, including preparation of policy comparisons, client reports, and bespoke documentation.
• Supervise or mentor junior administrative staff, promoting best practices and operational efficiency.
• Maintain and update CRM systems and internal platforms with high data accuracy.
• Produce reports on pipeline progress, completed business, and outstanding requirements.
• Ensure all processes adhere to Central Bank of Ireland (CBI) regulations, GDPR, and internal compliance protocols.
• Conduct regular quality control checks and support audit preparation or file reviews.
• Identify and elevate risks or compliance concerns where necessary.
• Contribute to continuous improvement of administration workflows, document templates, and client communications.
• Support the Head of Operations in developing standard operating procedures and departmental efficiencies.
• Act as a key point of contact for resolving administrative issues or complex policy cases.

About You

Extremely well organised with excellent time management skills.

Ability to work on own initiative and as part of growing team, meet deadlines and work under pressure in a busy environment.

Aptitude for learning involves specifically working towards an industry qualification over a specified period.

A minimum of 2 years previous experience working in an administrative role in the Life & Pensions industry is preferred

Familiarity with Life & Pension broking platforms, provider systems, portals and products is essential

Possesses a strong attention to detail and be good at multi-tasking.

Excellent Communications and Customer Service Skills

Customer focused and driven, with a strong sense of curiosity and a relentless concentration on continuous improvement

This role provides an ideal opportunity for an ambitious candidate to develop a successful career in the financial advisory industry.