Life & Pensions Administrator

Wallace Myers International; Dublin; On-site; EUR 32,000 - 45,000; Full time

Job summary

Wallace Myers International Recruitment Agency is seeking a Life and Pensions Administrator in Ireland to support a portfolio of corporate pension and risk schemes and provide high-quality administrative assistance to the management team.

You will prepare client meeting documentation, liaise with life companies, and communicate progress to clients while contributing to business development and ensuring Central Bank compliance for new business cases.

Qualifications

• 1-3 years' experience in a brokerage environment is preferred.
• Strong organisational skills with the ability to work independently.
• Excellent attention to detail and accuracy.
• Strong interpersonal skills and a collaborative approach.
• Proven track record of delivering exceptional customer service.
• Ability to manage time efficiently and follow queries through to resolution.
• Willingness to develop technical knowledge and undertake further study.
• Motivated to progress within the organisation.
• Experience within a regulated financial planning business is an advantage.

Responsibilities

• Administer and manage a portfolio of corporate pension and risk schemes.
• Provide high-quality administrative support to management across life and pension products.
• Prepare client meeting documentation for Consultants, Line Manager and Director.
• Attend client meetings in a support capacity and assist senior stakeholders.
• Process new business applications across Pensions, Investments and Life Assurance with life companies.
• Communicate with clients by phone and email, updating them on progress.
• Contribute to ad-hoc business development projects as required.
• Fulfil compliance obligations on new business cases per Central Bank requirements.

Skills

Organisational skills

Attention to detail

Customer service

Interpersonal skills

Time management

Independent working

Job description

Life and Pensions Administrator

Responsibilities

• Administer and manage a portfolio of corporate pension and risk schemes.
• Provide high‑quality administrative support to the management team across life and pension products.
• Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
• Attend client meetings in a support capacity and provide ongoing support to senior stakeholders.
• Manage the processing of new business applications across Pensions, Investments and Life Assurance, liaising directly with life companies to ensure accurate and timely completion.
• Communicate with clients via phone and email, keeping them updated on the progress of their applications.
• Contribute to ad‑hoc business development projects as required.
• Fulfil all compliance obligations on new business cases, including preparation of client recommendations and associated documentation in line with Central Bank requirements.

Requirements

• 1-3 years' experience ideally within a brokerage environment.
• Strong organisational skills with the ability to work independently.
• Excellent attention to detail and accuracy.
• Strong interpersonal skills and a collaborative approach.
• Proven track record of delivering exceptional customer service.
• Ability to manage time efficiently and follow queries through to resolution.
• Willingness to develop technical knowledge and undertake further study.
• Motivated to progress within the organisation.
• Experience within a regulated financial planning business is an advantage.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

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