Life and Pensions Administrator

LHK Group; Dundrum; On-site; EUR 32,000 - 46,000; Full time

Job summary

LHK Group is seeking a Life and Pensions Administrator to support the delivery of excellent client service across the Life and Pensions team. You will handle administrative and client servicing tasks, ensuring files are accurate and compliant with Central Bank requirements.

You will prepare documents, support Advisors, and manage communications with clients and life companies, helping cases progress in a timely manner while maintaining high attention to detail and regulatory standards.

Qualifications

• 1–4 years’ experience in a similar role, ideally within a brokerage environment.
• QFA qualified or working towards QFA qualification.
• Compliant with CPD requirements, with the ability to complete all required CPD hours each calendar year relevant to the role.
• Good working knowledge of provider broker portals.
• High level of attention to detail.
• Strong interpersonal skills and the ability to work well as part of a team.
• Proven track record of delivering excellent customer service.
• Excellent organisational skills, with the ability to work on your own initiative.
• Ability to manage your own time efficiently and effectively.
• Ability to problem solve and follow queries through to a satisfactory conclusion.

Responsibilities

• Maintain accurate and up-to-date records, logs and tasks on internal trackers and CRM platforms to support effective pipeline management and ensure new business progresses in a timely manner.
• Prepare client meeting documentation, including applications, Statements of Suitability and other relevant paperwork.
• Attend client meetings in a support capacity to the Consultants.
• Support Financial Advisors with market research for new business cases, including comparing providers and products to identify competitive pricing and ensuring clients have clear information on costs and charges.
• Manage the processing of new business applications across pensions, investments and life assurance, liaising directly with life companies to ensure applications are completed accurately and within agreed timelines.
• Communicate with clients by phone and email, keeping them updated on the progress of their applications.
• Work with the Advisor team to ensure all investment-related information provided to clients is accurate and up to date.
• Attend weekly team meetings to discuss ongoing and new cases, identify potential issues and agree solutions with colleagues.
• Fulfil all compliance obligations on new business cases, including preparing client recommendations and associated compliance documentation in line with Central Bank requirements.
• Adhere to business processes and procedures, including the use of mandated third-party software solutions.

Skills

Customer service

Attention to detail

Time management

Communication

Team player

Problem solving

Education

QFA qualification in progress

Tools

CRM platforms

Job description

Reporting to the Client Service Lead, the Life and Pensions Administrator will play a key role in supporting the delivery of excellent client service across the Life and Pensions team. The role will provide high-quality administrative and client servicing support to a team of Advisors, ensuring that life and pension cases are processed accurately, efficiently and in line with agreed service standards. The successful candidate will help ensure cases are issued in a timely manner while maintaining strong attention to detail and compliance with regulatory requirements.

Key Responsibilities

• Maintain accurate and up-to-date records, logs and tasks on internal trackers and CRM platforms to support effective pipeline management and ensure new business progresses in a timely manner.


• Prepare client meeting documentation, including applications, Statements of Suitability and other relevant paperwork.


• Attend client meetings in a support capacity to the Consultants.


• Support Financial Advisors with market research for new business cases, including comparing providers and products to identify competitive pricing and ensuring clients have clear information on costs and charges.


• Manage the processing of new business applications across pensions, investments and life assurance, liaising directly with life companies to ensure applications are completed accurately and within agreed timelines.


• Communicate with clients by phone and email, keeping them updated on the progress of their applications.


• Work with the Advisor team to ensure all investment-related information provided to clients is accurate and up to date.


• Attend weekly team meetings to discuss ongoing and new cases, identify potential issues and agree solutions with colleagues.


• Fulfil all compliance obligations on new business cases, including preparing client recommendations and associated compliance documentation in line with Central Bank requirements.


• Adhere to business processes and procedures, including the use of mandated third-party software solutions.

Skills and Qualifications

• 1–4 years’ experience in a similar role, ideally within a brokerage environment.


• QFA qualified or working towards QFA qualification.


• Compliant with CPD requirements, with the ability to complete all required CPD hours each calendar year relevant to the role.


• Good working knowledge of provider broker portals.


• High level of attention to detail.


• Strong interpersonal skills and the ability to work well as part of a team.


• Proven track record of delivering excellent customer service.


• Excellent organisational skills, with the ability to work on your own initiative.


• Ability to manage your own time efficiently and effectively.


• Ability to problem solve and follow queries through to a satisfactory conclusion.

Equal Opportunity Statement

LHK Group is an equal opportunities employer. We are committed to creating an inclusive workplace where everyone is treated fairly, with dignity and respect, and has the opportunity to succeed. We are committed to ensuring a fair and inclusive recruitment process and welcome applications from all suitably qualified candidates.