Pension Scheme Administrator (QFA) – Client Advisory

Reade Recruitment; Dublin; On-site; EUR 40,000 - 60,000; Full time

Job summary

Reade Recruitment is seeking a Pension Scheme Portfolio Administrator for a leading financial planning company in Dublin, Ireland. The successful candidate will manage portfolios for Small Self-Administered Scheme clients and Insured clients. Key skills include QFA qualification, understanding of Pensions legislation, and excellent organizational and interpersonal skills. This role offers the opportunity to work with an experienced and supportive team committed to helping clients achieve financial peace of mind.

Qualifications

• 2-3+ years' Pension Scheme Portfolio administration experience.
• QFA qualification.
• Strong understanding of Pensions legislation.

Responsibilities

• Administer and manage a portfolio of Small Self-Administered Scheme clients.
• Administer and manage a portfolio of Insured clients.
• Liaise with Insurance companies and Self Admin providers within agreed SLAs.
• Prepare paperwork and process new investments.
• Prepare valuations as necessary.

Skills

QFA qualified

Understanding of Pensions legislation

Attention to detail

Excellent organisational skills

Ability to manage own workload

Interpersonal skills

Job description

Reade Recruitment is seeking a Pension Scheme Portfolio Administrator for a leading financial planning company in Dublin, Ireland. The successful candidate will manage portfolios for Small Self-Administered Scheme clients and Insured clients. Key skills include QFA qualification, understanding of Pensions legislation, and excellent organizational and interpersonal skills. This role offers the opportunity to work with an experienced and supportive team committed to helping clients achieve financial peace of mind.