Life & Pensions Admin: Support to Wealth Advisors

360 Search; Dublin; On-site; EUR 42,000 - 52,000; Full time

Job summary

360 Search is recruiting for a Life & Pensions Administrator to support the Wealth team within a leading financial services organisation in Ireland. The role involves supporting Financial Consultants with administration of new and existing client business and maintaining accurate records.

The ideal candidate has 2+ years in Life & Pensions or Wealth Administration, and holds APA or QFA qualifications. Strong attention to detail, organisational skills, and proficiency in Microsoft Office are

Qualifications

• Experience in Life & Pensions or Wealth Administration.
• Solid knowledge of pension, investment and protection products.
• Confident written and verbal communication.
• Strong attention to detail and organisational skills.

Responsibilities

• Process new business across pensions, investments and protection.
• Manage administration from application to completion with accurate documentation.
• Set up and maintain accurate client and policy records.

Skills

Life & pensions knowledge

Client communication

Attention to detail

Organisational skills

Independent working

Education

APA or QFA qualified

Tools

Microsoft Office

CRM experience

Job description

360 Search is recruiting for a Life & Pensions Administrator to support the Wealth team within a leading financial services organisation in Ireland. The role involves supporting Financial Consultants with administration of new and existing client business and maintaining accurate records.

The ideal candidate has 2+ years in Life & Pensions or Wealth Administration, and holds APA or QFA qualifications. Strong attention to detail, organisational skills, and proficiency in Microsoft Office are