Morgan McKinley
Life and Pensions Administrator| Permanent | Dublin | Remote
An exciting and rewarding opportunity exists for an ambitious and experienced self-starter who wishes to progress their career in the Irish Life and Pensions Industry.
The successful candidate will be enthusiastic, motivated, possess excellent interpersonal skills, highly conscientious, and possess an in-depth understanding of general Financial Advisory Services including Retirement Planning, Protection Solutions, and Savings and Investments.
Responsibilities:
Oversee and ensure the efficient administration and processing of all our Life and Pension Business, liaising with clients and product providers.
Ensure the completion of all client files in compliance with Central Bank of Ireland standards.
Maintain a compliance monitoring programme to ensure adherence to regulatory requirements.
Provide full support to the Sales Team, including preparing various client data reports and maintaining up-to-date client records.
Manage the timely and accurate completion of new business application forms and follow up with fund managers to ensure prompt issue of policy documentation and commission.
Keep all new business and client file checklists up to date.
Coordinate with payroll personnel and finance on the correct start date for all policies and ensure direct debit payments are collected accordingly.
Ensure the monthly reconciliation of all direct debit payments for Life Business written.
Assist with communication of fund updates and annual review information to clients in a timely and professional manner.
Oversee the processing of pension transfers efficiently and maintain proper record keeping.
Ensure proper commission remittance for all business written monthly.
Liaise with the IT team to maintain appropriate CRM software and system updates for efficient business transactions.
Deliver the highest standard of client service.
Maintain up-to-date records on all clients, products, pipeline business, and outstanding documentation.
Oversee the selection, training, and supervision of junior trainee Life and Pensions Administrators.
Requirements:
Must be QFA/APA qualified with relevant life and pensions regulatory and product knowledge.
Minimum of 2+ years of experience in a similar role with a proven track record.
Experance working as a Life and pension administrator in Ireland
Ability to adopt a hands-on approach in assisting the sales staff and directors in all aspects of a busy brokerage on a day-to-day basis.
Excellent communication skills and attention to detail.
Ability to work on own initiative and liaise with all levels of management.
Relentless focus on client service.
Ability to supervise and manage the admin team, ensuring appropriate training is undertaken.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR WHICH TOGETHER WITH OUR GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Morgan McKinley
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