1. Home
  2. /
  3. Life and Pension Admin...

– Life and Pensions Admin

Our client is one of the fastest-growing financial advisory firms in Ireland. This role will suit a driven and hard-working person with several years’ financial services experience.

You will benefit from working in a well-defined team structure and have significant direct client engagement, along with the opportunity to further your own professional development.

Job Specification:

  • Providing an administrative function to clients of our client and its other brands.
  • Reporting to managers and directors on the enhancement, optimisation, and streamlining of the companies administrative, CRM systems, and Existing business functions.
  • Providing administration, sales support, and paraplanning functions to advisors and senior paraplanners within the company for the Life and Pension Unit and the Mortgage unit.
  • Arranging and conducting appointments with new and existing clients for sales advisors.
  • Seeking out new business for the company through personal and professional contacts.
  • Maintaining professional development through tutorials and seminars.
  • Ongoing management of CRM system and client file upkeep.
  • Obtaining QFA qualifications within 2 years of start date.
  • Seeking out new appointments by way of chasing authorised leads.
  • Manage ad hoc requests and general enquiries.
  • Maintain compliant up‐to‐date records within an existing filing system. Familiarising yourself with the Consumer Protection code and other relevant legislation by which the role is governed.
  • Support marketing initiatives, e.g. through the maintenance of contact databases, preparation of email lists etc.

·  Contribute to the continuous improvement of administrative processes.

Skills:
QFA Administrator life and pensions

Apply for job

  • Accepted file types: pdf, doc, dox, docx, odt, docm, zip.
  • Your privacy

    This form collects your details above so we can process your application. Please see our privacy policy for more information.
  • This field is for validation purposes and should be left unchanged.