Life & Pension Administrator

Reade Recruitment; Dublin; On-site; EUR 40,000 - 60,000; Full time

Job summary

Reade Recruitment is seeking a Pension Scheme Portfolio Administrator for a leading financial planning company in Dublin, Ireland. The successful candidate will manage portfolios for Small Self-Administered Scheme clients and Insured clients. Key skills include QFA qualification, understanding of Pensions legislation, and excellent organizational and interpersonal skills. This role offers the opportunity to work with an experienced and supportive team committed to helping clients achieve financial peace of mind.

Qualifications

• 2-3+ years' Pension Scheme Portfolio administration experience.
• QFA qualification.
• Strong understanding of Pensions legislation.

Responsibilities

• Administer and manage a portfolio of Small Self-Administered Scheme clients.
• Administer and manage a portfolio of Insured clients.
• Liaise with Insurance companies and Self Admin providers within agreed SLAs.
• Prepare paperwork and process new investments.
• Prepare valuations as necessary.

Skills

QFA qualified

Understanding of Pensions legislation

Attention to detail

Excellent organisational skills

Ability to manage own workload

Interpersonal skills

Job description

Reade Recruitment is delighted to partner with our trusted client who is one of the leading financial planning companies since 1997.

For nearly three decades, they have been helping clients make confident decisions around pensions, retirement planning, and investments. Backed by a team with over 100 years of combined experience, they are known for delivering tailored strategies that help people plan smarter and secure their financial future.

This is an exciting opportunity to join a highly respected advisory firm that values expertise, client relationships, and professional growth. If you’re passionate about helping people achieve financial peace of mind and want to be part of an experienced, supportive team, we’d love to hear from you.

Ideal candidates will have 2-3+ years’ Pension Scheme Portfolio administration experience.

Key Responsibilities:

• Administration and management of a portfolio of Small Self-Administered Scheme clients
• Administration and management of a portfolio of Insured clients
• Liaising with Insurance companies and Self Admin providers to ensure tasks are administered within agreed SLA’s
• Preparing paperwork and processing new investments, including property purchases
• Prepare valuations as necessary

Skills & Qualifications:

• QFA qualified, with an interest in sales
• A very good understanding of the relevant underlying Pensions legislation and regulatory environment
• Keen attention to detail
• Excellent organisational skills
• Ability to act on own initiative and manage own workload to ensure all SLA’s are adhered or exceeded, all deadlines are met, and resolutions found for all complex issues
• A team player with good interpersonal skills, willing to impart knowledge and develop knowledge and skills within the team

For a confidential discussion or to apply, contact Reade Recruitment today.