Group Life and Pensions Administrator

Morgan McKinley; Dublin; On-site; EUR 36,000 - 48,000; Full time

Job summary

Morgan McKinley is seeking an experienced Life, Pensions & Group Schemes Administrator to join the Dublin team. You will support administration of individual life and pension business, as well as group pension and employee benefit schemes, liaising with advisors, employers and providers to maintain high levels of client service.

The role focuses on handling enquiries, assisting advisers, processing new business, and maintaining accurate records while ensuring regulatory compliance and SLA

Qualifications

• Minimum 3 years' experience in life and pensions administration.
• Good understanding of pensions, investments and life assurance processes.
• Experience dealing with providers and processing new business.

Responsibilities

• Manage incoming client enquiries via phone, email and online channels.
• Support financial advisors with client servicing and administration.
• Process new business applications and manage the new business pipeline.
• Prepare client documentation, reports and suitability packs.
• Administer individual life and pension policies.
• Support the ongoing administration of group pension and employee benefit schemes.
• Coordinate with providers on contributions, scheme updates and member changes.
• Handle employer and scheme member queries.
• Assist with new member onboarding and scheme changes.
• Maintain accurate client and scheme records.
• Ensure all work meets agreed service levels and regulatory requirements.
• Support internal workflows and team coordination.

Skills

Life & Pensions Admin

Client servicing

Regulatory compliance

CRM systems

Excel

Tools

CRM software

MS Word

Job description

Our client, a growing financial services business, is seeking an experienced Life, Pensions & Group Schemes Administrator to join their team in Dublin.

The successful candidate will support the administration of individual life and pension business, as well as group pension and employee benefit schemes, working closely with advisors, employers and providers to ensure a high standard of client service.

Responsibilities

• Manage incoming client enquiries via phone, email and online channels.
• Support financial advisors with client servicing and administration.
• Process new business applications and manage the new business pipeline.
• Prepare client documentation, reports and suitability packs.
• Administer individual life and pension policies.
• Support the ongoing administration of group pension and risk schemes.
• Coordinate with providers on contributions, scheme updates and member changes.
• Handle employer and scheme member queries.
• Assist with new member onboarding and scheme changes.
• Maintain accurate client and scheme records.
• Ensure all work meets agreed service levels and regulatory requirements.
• Support internal workflows and team coordination.

Requirements

• Minimum 3 years' experience in life and pensions administration.
• Good understanding of pensions, investments and life assurance processes.
• Experience dealing with providers and processing new business.
• Experience administering group pension or employee benefit schemes is desirable.
• Understanding of employer pension and group risk schemes.
• APA or QFA qualification desirable but not essential.

Key Skills

• Strong client service and relationship management skills.
• Excellent written and verbal communication.
• Strong organisational skills and attention to detail.
• Proficient in Microsoft Word and Excel.
• Comfortable using CRM systems and digital platforms.
• Ability to manage competing priorities and meet deadlines.
• Proactive, professional and collaborative approach.