Life & Pensions Admin Specialist | Advisory Support

Howden Ireland; Sligo; On-site; EUR 30,000 - 40,000; Full time

Job summary

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, including administration for life,

Qualifications

• Extremely well organized with strong time management.
• Ability to work on own initiative and as part of a growing team.
• Aptitude for learning with industry qualification progress.
• Minimum 2 years admin experience in Life & Pensions.

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, 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 escalated 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.

Skills

Administration

Customer Service

Data Entry

Life & Pensions

Education

2+ years in Life & Pensions admin

Tools

CRM software

Microsoft Office

Job description

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, including administration for life,