Life & Pensions Administrator – Group Schemes Expert

Morgan McKinley; Dublin; In loco; EUR 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Morgan McKinley is seeking an experienced Life, Pensions & Group Schemes Administrator to join the Dublin team. You will support administration of individual life and pension business, as well as group pension and employee benefit schemes, liaising with advisors, employers and providers to maintain high levels of client service.

The role focuses on handling enquiries, assisting advisers, processing new business, and maintaining accurate records while ensuring regulatory compliance and SLA

Competenze

• Minimum 3 years' experience in life and pensions administration.
• Good understanding of pensions, investments and life assurance processes.
• Experience dealing with providers and processing new business.

Mansioni

• Manage incoming client enquiries via phone, email and online channels.
• Support financial advisors with client servicing and administration.
• Process new business applications and manage the new business pipeline.
• Prepare client documentation, reports and suitability packs.
• Administer individual life and pension policies.
• Support the ongoing administration of group pension and employee benefit schemes.
• Coordinate with providers on contributions, scheme updates and member changes.
• Handle employer and scheme member queries.
• Assist with new member onboarding and scheme changes.
• Maintain accurate client and scheme records.
• Ensure all work meets agreed service levels and regulatory requirements.
• Support internal workflows and team coordination.

Conoscenze

Life & Pensions Admin

Client servicing

Regulatory compliance

CRM systems

Excel

Strumenti

CRM software

MS Word

Descrizione del lavoro

Morgan McKinley is seeking an experienced Life, Pensions & Group Schemes Administrator to join the Dublin team. You will support administration of individual life and pension business, as well as group pension and employee benefit schemes, liaising with advisors, employers and providers to maintain high levels of client service.

The role focuses on handling enquiries, assisting advisers, processing new business, and maintaining accurate records while ensuring regulatory compliance and SLA