Life & Pensions Administrator – Wealth Team

360 Search; Dublin; On-site; EUR 42,000 - 52,000; Full time

Job summary

360 Search is recruiting for a Life & Pensions Administrator to support the Wealth team within a leading financial services organisation in Ireland. The role involves supporting Financial Consultants with administration of new and existing client business and maintaining accurate records.

The ideal candidate has 2+ years in Life & Pensions or Wealth Administration, and holds APA or QFA qualifications. Strong attention to detail, organisational skills, and proficiency in Microsoft Office are

Qualifications

• Experience in Life & Pensions or Wealth Administration.
• Solid knowledge of pension, investment and protection products.
• Confident written and verbal communication.
• Strong attention to detail and organisational skills.

Responsibilities

• Process new business across pensions, investments and protection.
• Manage administration from application to completion with accurate documentation.
• Set up and maintain accurate client and policy records.

Skills

Life & pensions knowledge

Client communication

Attention to detail

Organisational skills

Independent working

Education

APA or QFA qualified

Tools

Microsoft Office

CRM experience

Job description

360 Search is working with a leading financial services organisation to recruit a Life & Pensions Administrator for their growing Wealth team.

This is a strong opportunity for an experienced Life & Pensions Administrator to join a busy, expanding team, supporting Financial Consultants with the administration of new and existing client business. It will suit someone who enjoys client contact, manages a varied workload well, and takes pride in accuracy and consistency.

What you'll be doing

• Processing new business across pensions, investments and protection
• Managing the administration process from application through to completion, including online submissions, pipeline tracking and policy documentation
• Setting up and maintaining accurate client and policy records
• Preparing compliance documentation, including recommendations, statements of suitability, market research reports and risk profiles
• Maintaining client files in line with internal processes and regulatory requirements
• Handling client queries and requests, including amendments, withdrawals and encashments
• Managing client correspondence and record keeping
• Supporting Financial Consultants with day-to-day administration
• Tracking task reminders and ensuring actions are completed within agreed timelines

What we're looking for

• 2+ years' experience in a similar Life & Pensions or Wealth Administration role
• APA or QFA qualified
• Solid knowledge of pension, investment and protection products
• Strong attention to detail and organisational skills
• Confident written and verbal communication
• Comfortable working independently and managing competing priorities
• Good working knowledge of Microsoft Office; CRM experience an advantage

Why this role

This is a chance to join a growing Wealth team within a well-established organisation, working alongside experienced Financial Consultants and gaining broad exposure to client and advisory work. There's genuine scope to build a long-term career in financial services here.