Life & Pension Administrator

360 Search

Full Time


Position: Life & Pension Administrator
Company: 360 Search
Location: Dublin
Contact: Derek Fitzgerald
Contact Email: dfitzgerald@360search.ie
Date Posted: 16th April 2018
360 Search

Job Specification:

Due to department expansion, a permanent full time position has become available with our client’s Financial Services Division based in Dublin

Responsibilities:

  • Working closely with the Financial Advisors to provide a high level of service to new and existing individual clients
  • Preparation for Financial Advisor meetings e.g. quotations, compliance documents, client portfolios.
  • Processing and overseeing new business applications for Protection, Pensions & Investments.
  • Maintaining a good knowledge of financial services products and compliance, keeping up to date with any new developments.
  • Developing and managing relationships with insurance providers, clients and other staff members.

Requirements:

  • Minimum of 2 years’ experience in financial services.
  • Knowledge of life office operations and procedures.
  • QFA qualification or working towards is essential.
  • Broker CRM experience would give a distinct advantage.
  • Capable of working in a busy office environment.
  • Good organiser with a proven ability to prioritise tasks and follow through on same.
  • Ability to work within set procedures and deadlines.
  • Hard working with excellent telephone skills and prolific

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

Derek Fitzgerald
360 Search
87 Merrion Square
Dublin 2
dfitzgerald@360search.ie


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