Life, Protection & Pensions Administrator

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Summary:

We are seeking an experienced Administrator ideally from a financial services background to work within our Operations team. The role will deal with all aspects of managing new business applications for life, protection, pensions, savings & investment policies from initial application to policy issue. You will provide support to our team of Financial Advisors and work closely with our clients. The ideal candidate will have a strong administration/operational background with excellent attention to detail & communication skills as well as a passion for delivering amazing customer service.

The Role:

• Process new business applications for Protection, Pension, Savings & Investments products across multiple providers such as Aviva, New Ireland, Royal London & Zurich.
• Pipeline management using our workflow system to manage cases to policy issue.
• Work closely with Financial advisors in relation to progressing applications.
• Communicate with clients by phone / email to request information and provide updates on the progress of their application.
• Generate & issue client correspondence such as policy documentation.
• Fully comply with all relevant regulatory requirements.
• Ability to work on own initiative.

The Person

• Background in Financial Services (Banking or Life Insurance)
• Excellent administration skills
• Highly organised with a strong attention to detail
• Excellent communicator and ability to work independently and as a team member
• Ideally fully QFA qualified or at a minimum partly QFA qualified
• Demonstrated problem solver, ability to deal with client issues/problems in a polite and professional manner
• Professional and client-oriented approach
• Flexible approach to work and ability to work in a dynamic and fast paced environment
• Proficient in the use of Microsoft Outlook, Word & Excel

Job Types: Full-time, Permanent

Pay: €30,000.00-€36,000.00 per year

Benefits:

• Company events
• Company pension
• Sick pay
• Work from home

Ability to commute/relocate:

• Stillorgan, County Dublin: reliably commute or plan to relocate before starting work (required)

Application question(s):

• What is your salary expectation
• What is your notice period / availability
• Are you APA or QFA qualified and if so provide details of qualification

Experience:

• financial services: 1 year (preferred)

Work authorisation:

• Ireland (required)

Work Location: Hybrid remote in Stillorgan, County Dublin