Life and Pensions Administrator

Morgan McKinley; Dublin; On-site; EUR 32,000 - 45,000; Full time

Job summary

Morgan McKinley client, a leading Irish wealth management and financial advisory firm, seeks an experienced life, pensions and investments administrator to join their growing team. You will support advisers while gaining exposure to pensions, investments and wealth management services.

The role requires at least two years in a similar financial advisory setting, strong numerical ability and excellent communication skills. You will work both independently and as part of a collaborative team.

Qualifications

• Minimum 2 years’ experience in a similar role within a financial advisory firm or life & pensions broker.
• Knowledge of AML and compliance requirements.
• Strong attention to detail and numerical ability.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Manage end-to-end administration of client portfolios.
• Support annual portfolio reviews and prepare valuations.
• Process new business across pensions, protection, and investment products.
• Liaise with product providers to ensure timely processing of applications.
• Communicate with clients regarding portfolios and applications.
• Assist advisers in meeting regulatory and compliance requirements.

Skills

AML knowledge

Attention to detail

Numerical ability

Written and verbal communication

Teamwork

Independence

Job description

Our client, a leading Irish wealth management and financial advisory firm, is seeking an experienced life, pensions and investments administrator to join their growing team. This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services.

Requirements

• Minimum 2 years’ experience in a similar role within a financial advisory firm or life & pensions broker
• Knowledge of AML and compliance requirements
• Strong attention to detail and numerical ability
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

Key Responsibilities

• Manage end-to-end administration of client portfolios
• Support annual portfolio reviews and prepare valuations
• Process new business across pensions, protection, and investment products
• Liaise with product providers to ensure timely processing of applications
• Communicate with clients regarding portfolios and applications
• Assist advisers in meeting regulatory and compliance requirements