Pensions Administrator – Grow in Financial Services

Engage People Recruitment; Sligo; On-site; EUR 30,000 - 34,000; Full time

Benefits offered by this job

Professional exam support

Benefits package

Exposure to Pensions/Investments/Life

Direct interaction with senior leaders

Learning and progression focus

Job summary

Engage People Recruitment in Sligo is seeking a dedicated Financial Services administrator to support Financial Planning Advisors, processing Life, Pension and Investment-related tasks, and maintain client records.

This permanent, on-site role offers professional exam support, exposure to senior leaders, and a clear path for progression within Financial Services as you develop industry qualifications.

Qualifications

• Exposure to administration within Life & Pension or a Financial Services environment.
• Organised, detail-oriented with ability to manage multiple priorities and deliver good customer service.
• Keen to develop a career in Financial Services with employer support for industry qualifications.

Responsibilities

• Assist Financial Advisors with administration of Life, Pension and Investment products.
• Manage new business applications and maintain accurate client and policy records.
• Liaise with product providers to progress applications, resolve queries and manage policies.
• Prepare client documentation, reports and information for financial reviews.
• Monitor new business pipelines and follow up on outstanding requirements.
• Respond to client queries and support the team with day-to-day administration.
• Ensure records meet internal compliance and regulatory standards.
• Work with senior colleagues to improve processes and develop technical knowledge.

Job description

Engage People Recruitment in Sligo is seeking a dedicated Financial Services administrator to support Financial Planning Advisors, processing Life, Pension and Investment-related tasks, and maintain client records.

This permanent, on-site role offers professional exam support, exposure to senior leaders, and a clear path for progression within Financial Services as you develop industry qualifications.