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: broker@connollymccabe.ie
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.

Responsibilities:
• 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
H18TC60

broker@connollymccabe.ie


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