Life & Pensions Administrator

Curran Futures

Full Time


Position: Life & Pensions Administrator
Company: Curran Futures
Location: Galway (City Centre)
Contact: Karen Sheridan
Contact Email: karen@curranfutures.ie
Date Posted: 19th March 2021

Job Specification:

Curran Futures, a Financial Advisory Firm based in Galway (City Centre), are seeking a Life & Pensions Administrator to join our team.

The role requires a responsible individual to coordinate the new-business process & pipeline, support the business workflow effectively and ensure file & client compliance requirements are met.

This is an exciting opportunity for an ambitious and hardworking individual to excel in a new role within a rapidly growing organisation.

The Role

  • Coordinate new-business process and pipeline, including pension contracts, investment accounts and protection policies.
  • Engage with supplier companies – Life Company/Stockbroker/Pension Trustee/Investment Manager:
    • Submit and track new business applications with various Life Companies and Product Providers.
    • Liaise with Providers and Clients to ensure new policies are issued in a timely fashion.
    • Communicate with clients on the progress of their application/s including requests for additional information if necessary.
  • Be responsible for new-business compliance, such as Anti Money Laundering and Consumer Protection Code requirements.
  • Maintain in-house CRM system with accurate and timely recording of New Business progress and client files.
  • Deliver regularly scheduled and on-demand pipeline MIS & KPI reports for management.
  • Contribute to working manual for day to day operations
  • Assist with projects across the firm to improve efficiencies and strengthen administration services to all management.
  • General office duties, including post, greeting clients, answering phone, printing & scanning, filing

Requirements

  • Candidates must hold previous experience from a Financial Services Brokerage, Life Insurance Company or Bank and/or have a good understanding of the Life & Pensions industry.
  • QFA or equivalent designation is required.
  • Excellent computer skills and ability to pick up new systems and processes quickly. Experience in the following software is ideal.
    • Microsoft Office – Outlook/Excel in particular
    • CRM Tools – WealthTrack/Applied Systems
    • Project Management – Monday.com
  • Strong team player, supporting Financial Advisors and working with Planning & Operations to deliver company targets
  • Exhibit a flexible & self-sufficient approach to work, especially during ‘work from home’ period.
  • Good organisational skills and strong attention to detail.
  • A confident communicator, comfortable speaking with clients and providers in a professional and personable manner.

This is a fantastic opportunity to develop your career in a well-established & market leading Financial Services company. Based in Galway City Centre, with remote working capabilities, the role offers a competitive salary with benefits and encourages training & educational development.

Start Date: Immediate

Job Type: Permanent

Salary: €25-30k pa

Schedule:

  • Monday to Friday

Work remotely:

  • Temporarily due to COVID-19
  • Please note that although this position will originally be based remote during the lockdown period, in the future this position will be office-based out of Galway City Centre

COVID-19 precaution(s):

  • Remote interview process
  • Virtual meeting

 


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

Karen Sheridan
Curran Futures
21 Mary St,
Galway,
H91 CC65
karen@curranfutures.ie


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