An exciting and rewarding opportunity awaits an experienced and ambitious individual to join our clients financial services team based in Cork as a Senior Life and Pensions Administrator. This role is ideal for a self-starter who is eager to advance their career within the Irish Life and Pensions industry. The successful candidate will possess strong financial services expertise, with a focus on Retirement Planning, Protection Solutions, and Savings and Investments, while demonstrating excellent interpersonal and leadership skills.
Key Responsibilities:
1. Administration Oversight: Ensure the efficient administration and processing of life and pension business, collaborating with clients, product providers, payroll, and finance teams.
2. Compliance Management: Oversee the completion of client files to meet compliance standards as set by the Central Bank of Ireland, maintaining a compliance monitoring programme.
3. Client Support: Provide comprehensive support to the sales team, including preparation of client reports and maintaining up-to-date client records.
4. Business Processing: Manage the completion of new business applications and liaise with fund managers to ensure prompt issuance of policy documentation and commissions.
5. Financial Oversight: Ensure proper reconciliation of direct debit payments and commission remittance for all life business on a monthly basis.
6. Client Communication: Assist with timely and professional communication of fund updates and annual review information to clients.
7. Pension Transfers: Oversee the efficient processing of pension transfers to and from Contracting PLUS Financial and maintain accurate records.
8. System Updates: Collaborate with the IT team to ensure the CRM system is up to date for efficient business transaction processing.
9. Client Service Excellence: Maintain the highest standard of client service by ensuring proper record keeping and up-to-date documentation.
10. Team Supervision: Select, train, and supervise junior trainee Life and Pensions Administrators to ensure efficient team performance.
Key Requirements:
1. Business graduate (preferred)
2. Fully Qualified Financial Adviser (QFA)
3. In-depth knowledge of life and pensions products and regulations
Experience:
1. 3-5 years in a similar role with a proven track record
2. Solid experience in the financial services industry, specifically in life and pensions
Skills:
1. Highly motivated self-starter with exceptional communication and attention to detail
2. Hands-on approach to assisting sales staff and directors in daily operations
3. Strong interpersonal skills, capable of liaising with all levels of management
4. Ability to manage, train, and supervise administrative staff
5. Client-focused mindset, ensuring top-notch service delivery
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