Job Title: Corporate Life and Pensions Administrator
Description:
We are hiring for our client, a well-established and independent financial planning and insurance brokerage, who are seeking to appoint a Corporate Life and Pensions Administrator. Based in South Dublin, this is a fantastic opportunity to join a professional and supportive environment, working with a portfolio of corporate clients on pensions, investments, and protection products.
This Corporate Life and Pensions Administrator role is ideal for a QFA-qualified professional with strong administrative experience in a brokerage environment and a passion for delivering first-class client service.
Top 3 Things to Know About this Job:
- Permanent, full-time role with a well-established financial services firm
- Manage a portfolio of corporate clients across pensions, investments, and protection
- Bonus, benefits, and study support available
The Rewards:
- Competitive salary based on experience
- Bonus and commission structure
- Defined contributory pension scheme
- Income protection and death in service cover
- 23 days annual leave
- Exam sponsorship for further study where relevant to the role
The Role:
- Manage a portfolio of corporate clients with pensions, investment, and protection policies
- Provide high-level administrative support to consultants and the corporate pensions team
- Prepare documentation and attend client meetings in a support role
- Handle new business processing and liaise with life companies to ensure smooth onboarding
- Maintain regular communication with clients, updating them on the progress of their applications
- Support compliance functions, ensuring files and client documentation meet Central Bank standards
- Collaborate with internal teams to ensure investment-related information is accurate and up to date
- Assist with ad-hoc business development projects as required
The Person:
- QFA qualified with 3–5 years’ experience, including at least 18 months in a brokerage setting
- Experience in corporate life and pensions administration preferred
- Highly organised and detail-oriented with a proactive approach
- Strong interpersonal and communication skills; able to build client relationships
- Proven track record in delivering exceptional customer service
- Comfortable working independently and as part of a team
- Willingness to further develop technical knowledge and undertake further study
- Proficient in Microsoft Word, Excel, and PowerPoint
- Experience in a regulated financial planning firm would be advantageous