Life & Pensions Administrator — CPD & Career Growth

SYS Financial Ltd; Dublin; Vor Ort; EUR 42.000 - 56.000; Vollzeit

Benefits dieser Stelle

Pension Scheme

CPD support toward QFA

Career progression

Zusammenfassung

SYS Financial Ltd is seeking a Life & Pensions Administrator in Dublin to support Financial Planners and clients across life, pensions and investments. You will handle end-to-end admin, onboarding, AML checks and policy servicing, working closely with advisors and providers to ensure a high-quality client experience.

The successful candidate will bring 1–3 years’ experience, APA qualification, and progress toward QFA; strong AML knowledge and CRM/BIS experience are advantageous.

Qualifikationen

• 1–3 years experience in life, pensions or investment administration.
• APA (Life & Pensions) qualified.
• QFA qualification or working towards.
• Strong AML/compliance knowledge.
• Excellent organisational and client service skills.
• Experience using BIS, CRM systems and provider portals.
• Experience with providers such as Zurich, Irish Life, Aviva or New Ireland.
• Experience with self-administered or group pension schemes.

Aufgaben

• Prepare and process new business applications through to policy issuance.
• Manage LOAs and TOA requests.
• Complete client onboarding, AML verification and compliance checks.
• Prepare client reports, policy summaries and supporting documentation.
• Process fund switches, top-ups, premium amendments and servicing requests.
• Administer retirement, death and serious illness claims.
• Maintain accurate client records across CRM systems and provider platforms.
• Respond to client and provider queries promptly.
• Collaborate with advisors and colleagues to deliver an exceptional client experience.
• Ensure compliance with regulatory requirements and internal procedures.

Kenntnisse

Life & Pensions administration

AML & compliance knowledge

Client service skills

Communication skills

Organisational skills

CRM systems experience

BIS

Provider portals experience

Attention to detail

Ausbildung

APA (Life & Pensions)

QFA qualification or in progress

Tools

BIS

CRM systems

Provider portals

Jobbeschreibung

SYS Financial Ltd is seeking a Life & Pensions Administrator in Dublin to support Financial Planners and clients across life, pensions and investments. You will handle end-to-end admin, onboarding, AML checks and policy servicing, working closely with advisors and providers to ensure a high-quality client experience.

The successful candidate will bring 1–3 years’ experience, APA qualification, and progress toward QFA; strong AML knowledge and CRM/BIS experience are advantageous.