Life, Pensions & Investment Administrator

Devlin Boland O’Toole Insurances Ltd

Full Time

Position: Life, Pensions & Investment Administrator
Company: Devlin Boland O’Toole Insurances Ltd
Location: Sandyford, Dublin 18
Contact: Ray O'Toole
Contact Email:
Date Posted: 22nd November 2018

Job Specification:

Devlin Boland O’Toole Insurances Ltd are based in Beacon Court, Sandyford, Dublin 18. We area vibrant Brokerage seeking to hire a passionate experienced Life, Pensions and Investment Administrator to join their Life, Pensions & Investment team in a varied role, on a full-time permanent basis.

Key Responsibilities:

Main responsibilities will include, but not necessarily limited to the follow;

  • Preparation, processing and management of all Life, Pensions and Investment applications with relevant providers ensuring accurate entry of data uploaded to internal/external systems
  • Dealing with all administration queries arising on a day to day basis regarding client policies and keep Directors updated on all relevant matters arising and potential sales opportunities
  • Group Pension & Risk administration
  • Responsible for all aspects of compliance and ensuring all client files are kept accurate
  • Ensure that all policy documents issued by product providers are as per the application form
  • Provide full administration support in all aspects of new business and for existing client reviews
  • Handling customer queries daily and resolving queries/complaints in line with procedures
  • Help achieve sales targets for Life & Pensions division through in house marketing initiatives
  • Work closely with the team and the Directors to achieve the key performance indicators for their area of accountability
  • Maintain and manage the Life, Pension & Investment CRM system and manage the new business pipeline and ensure it is always fully up to date
  • Maintain a close working relationship with all others in the firm in order to provide as much support as possible to ensure that group targets are achieved

Essential requirements:

  • Strong client focus
  • Excellent communication skills
  • Broad knowledge of financial products
  • Highly self-motivated & ability to work on own initiative
  • Excellent attention to detail is a must
  • Strong organisational skills
  • Experience in working in a fast pace, busy office environment
  • Minimum QFA qualification
  • Knowledge of Microsoft Outlook, Word and Excel


  • Knowledge of Anti Money Laundering requirements and compliance procedures.
  • Previous experience in working in a busy Financial Services brokerage.


This will be reflective of the experience and qualification that the candidate will bring to the role.

Please email your CV directly to the Managing Director, Ray O’Toole, to

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

Ray O'Toole
Devlin Boland O’Toole Insurances Ltd
Beacon Court, Sandyford, Dublin 18