Life and Pensions Administrator

Connolly McCabe FB Ltd

Full Time

Position: Life and Pensions Administrator
Company: Connolly McCabe FB Ltd
Location: Monaghan
Contact: Peadar Connolly
Contact Email:
Date Posted: 30th June 2021

Job Specification:

Job Specification:

A vacancy has arisen for an Administrator to join our team on a permanent full-time basis.

The successful candidate will be given an excellent opportunity to work with experienced advisors and advance their career prospects.

• Contributing to a positive culture of teamwork, flexibility, learning and development.

  • Managing workloads to provide good service in a busy environment.
  • Working closely with our Financial Advisors to provide a high level of service to new and existing individual clients.
  • Assisting in the preparation for Financial Advisor meetings.
  • Processing and overseeing new business applications for Protection, Pensions & Investments ensuring all new business is conducted in line with current regulatory rules and codes and conduct.
  • Ongoing administration of client portfolios.
  • Developing and managing relationships with insurance providers, clients and other staff members.
  • Adhering to all service and reporting timelines agreed for our business
  • Ad hoc duties as required.

Skills, experience & attributes which are essential to this role:

  • QFA qualification or working towards
  • 2 – 3 years’ experience in the financial services industry.
  • A conscientious individual with the ability to work as part of a team and on their own initiative.
  • Attention to detail is essential.
  • Good telephone skills and manner.
  • Proficient in Microsoft Office packages is essential.

Further skills which would offer a distinct advantage:

  • Knowledge of life office operations and procedures.

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Peadar Connolly
Connolly McCabe FB Ltd
Monaghan Town

We use cookies in order to give you the best possible experience on our site, for more information, please see our cookie policy.
Cookie Policy