Life & Pensions Administrator (Full-Time) at Irish Pensions & Finance

Irish Pensions & Finance; Ongar; Hybrid; EUR 30,000 - 32,000; Full time

Benefits offered by this job

Bike to work scheme

Company pension

On-site parking

Work from home

Job summary

Irish Pensions & Finance is seeking a detail-oriented Life & Pensions Administrator to support over 80 Financial Advisors. You will vet, process, and input New Business Applications into the CRM, manage client data, and handle queries daily.

The role also involves providing sales support, liaising with product providers, and performing general admin tasks while maintaining accuracy and deadlines.

Qualifications

• Previous experience in an administrative role, preferably within financial services.
• Proven ability to meet deadlines and KPIs in a fast-paced environment.
• Strong attention to detail and ability to multi-task under pressure.
• Professional and timely phone/email handling with callers and clients.
• Proficient in MS Word, Excel & Outlook; comfortable with CRM systems.

Responsibilities

• Vetting, processing, and inputting large volumes of New Business Applications onto CRM.
• Managing existing client database and updating records.
• Handling client queries and liaising with product providers daily.
• Providing sales support to a team of over 60 financial advisors.
• General administration: filing, opening post, and managing calls & emails.

Skills

Administrative experience

Attention to detail

Multi-tasking

Professional communication

Education

Leaving Certificate (preferred)

Tools

MS Word

MS Excel

Outlook

CRM systems

Job description

We are seeking a detail-oriented and organised Life & Pensions Administrator to join our team and provide essential administrative and sales support to a team of over 80 Financial Advisors.

Company

Irish Pensions & Finance is an independent brokerage formed in 1993. We have over 34,000 clients and over €1.3 billion in funds under management. At IPF, we continuously strive to ensure a work environment that promotes personal and professional development. We believe that investing in people, encouraging them to achieve a work-life balance, and providing support for their personal and professional development is the key to having happy, productive, and successful people.

Role

Provide Administration Support to a team of Financial Advisors.

• Vetting, Processing, and inputting large volumes of New Business Applications onto our CRM Database system
• Management of existing Client Database
• Dealing with Client Queries
• Liaising with Product Providers daily in relation to clients' policies
• Providing a sales support function to our team of over 60 Financial advisors
• General administration duties, filing, opening post
• Manage incoming phone calls and emails

The candidate will have

• Previous experience in an administrative role, preferably within the financial services industry.
• The ability to meet deadlines & KPIs in a fast moving and demanding environment.
• Work well under pressure, with strong attention to detail, and ability to multi-task.
• Answer all incoming calls in a professional and timely manner.
• Computer literate with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems.
• Excellent Communication and Customer Service Skills.
• Customer-focused and driven.
• Team player with attention to detail and the ability to work on their own initiative.

Benefits

• Starting salary of €30,000 per annum plus bonuses (OTE €32k).
• Education bursary / financial support for relevant qualifications, such as QFA exams.
• Signing bonus applies to those with APA/QFA designation.
• Career path and progression opportunities.
• Company pension scheme.
• Entrance to company life cover scheme after 1 year.
• 2 wellness days following completion of 6-month probationary period.
• Half-day every second Friday following 1 year of full-time employment.
• Hybrid working schedule upon completion of initial training period.
• Flexitime available upon completion of initial training period.

Job Details

• Job Type: Full-time
• Pay: €30,000.00-€32,000.00 per year
• Benefits: Bike to work scheme, Company events, Company pension, On-site parking, Work from home
• Ability to commute/relocate: DUBLIN 15, County Dublin: reliably commute or plan to relocate before starting work (required)
• Education: Leaving Certificate (preferred)
• Experience: Office or administration: 1 year (preferred)
• Work Location: Hybrid remote in DUBLIN 15, County Dublin