An exciting and rewarding opportunity awaits an experienced and ambitious individual to join our clients financial services team based in Cork as a Senior Life and Pensions Administrator. This role is ideal for a self-starter who is eager to advance their career within the Irish Life and Pensions industry. The successful candidate will possess strong financial services expertise, with a focus on Retirement Planning, Protection Solutions, and Savings and Investments, while demonstrating excellent interpersonal and leadership skills.
Key Responsibilities:Administration Oversight: Ensure the efficient administration and processing of life and pension business, collaborating with clients, product providers, payroll, and finance teams.Compliance Management: Oversee the completion of client files to meet compliance standards as set by the Central Bank of Ireland, maintaining a compliance monitoring programme.Client Support: Provide comprehensive support to the sales team, including preparation of client reports and maintaining up-to-date client records.Business Processing: Manage the completion of new business applications and liaise with fund managers to ensure prompt issuance of policy documentation and commissions.Financial Oversight: Ensure proper reconciliation of direct debit payments and commission remittance for all life business on a monthly basis.Client Communication: Assist with timely and professional communication of fund updates and annual review information to clients.Pension Transfers: Oversee the efficient processing of pension transfers to and from Contracting PLUS Financial and maintain accurate records.System Updates: Collaborate with the IT team to ensure the CRM system is up to date for efficient business transaction processing.Client Service Excellence: Maintain the highest standard of client service by ensuring proper record keeping and up-to-date documentation.Team Supervision: Select, train, and supervise junior trainee Life and Pensions Administrators to ensure efficient team performance.Key Requirements:Business graduate (preferred)Fully Qualified Financial Adviser (QFA)In-depth knowledge of life and pensions products and regulationsExperience:3-5 years in a similar role with a proven track recordSolid experience in the financial services industry, specifically in life and pensionsSkills:Highly motivated self-starter with exceptional communication and attention to detailHands-on approach to assisting sales staff and directors in daily operationsStrong interpersonal skills, capable of liaising with all levels of managementAbility to manage, train, and supervise administrative staffClient-focused mindset, ensuring top-notch service delivery
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