We are looking for an Life & Pensions Administrator to work in our growing financial services business. It is a full-time position, based in Galway, however the successful candidate will be offered a hybrid option after passing probation.

We would love to hire someone that has previous experience with a broker or life insurance company. The ideal candidate needs to be an effective communicator, should thrive working independently and as part of our brilliant team. Experience in customer service would be a real advantage.

Our client is a Galway based, Irish owned financial services company, set up to provide exceptional financial & retirement planning help for Business Owners, Company Directors & Senior Executives.

You would be expected to…
• Develop and maintain strong relationships with new and existing client
• Process and manage new business applications, from start to finish
• Provide ongoing Admin Support for the firm’s Financial Planners
• Update and prepare client’s plans prior to review meetings
• Ensure that the CRM is kept up to date and client records are maintained
• Regulatory Compliance responsibility – Ensure compliance documentation is in order and adhered to
• Help out as required to ensure the smooth running of our advice business

Ideal Candidate will have:
• APA pensions & life qualification (QFA or willing to complete same)
• Experience working in a life & pension brokerage or life company would be an advantage
• Excellent organisational, communication and interpersonal skills
• Really strong IT skills including proficiency in MS office. Some experience with a broker CRM & cashflow modelling software would be brilliant.
• Confident and competent communicator with fluent English (written and oral)

Job Types: Full-time, Permanent