Life & Pensions Administrator Hybrid Sales Support

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

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.