Life, Pensions and Wealth Administrator
Abrivia Recruitment View all jobs
- Dublin South Dublin
- Permanent
- Full-time
- Provide comprehensive administrative support to Senior Consultants and Wealth Advisors
- Manage the end-to-end processing of new business across pensions, investments, and life assurance
- Liaise directly with life companies to ensure accurate and timely policy processing
- Support client reviews and assist with product and tax-related queries
- Act as a key point of contact for clients, delivering clear and professional communication
- Prepare documentation for client meetings and support consultants pre- and post-meeting
- Maintain accurate, compliant client records including AML documentation
- Coordinate schedules and organise meetings
- Assist with ongoing projects and business initiatives
- QFA qualified (essential)
- 3-5 years’ experience within a regulated financial services environment
- Previous broker experience is essential
- Strong working knowledge of life, pension, and investment products
- Experience dealing with major life companies
- Highly organised with exceptional attention to detail
- Strong communicator with a client-first mindset
- Proven ability to manage workloads independently and meet deadlines
- Proficient across Microsoft Office
- Join a market-leading consultancy with an excellent reputation
- Work with sophisticated clients and complex cases
- Strong team culture with supportive leadership
- Clear opportunities for career progression
- Ongoing professional development and further qualification support
? honor.moloney@abrivia.ie
All applications will be treated with the strictest confidence.