Life & Pensions Administrator
Walfrid Private
- Co Dublin
- Permanent
- Full-time
- Proactive management of the Protection/Pension and Investments New Business & Pipeline.
- Respond to client queries, both simple and complex in an efficient and professional manner.
- Maintain existing client relationships on a scheduled basis.
- Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
- Preparation & Implementation of client recommendations.
- Preparation of reports in advance of meetings along with maintaining correct and up to date data on CRM system.
- Support change within the team and cross train with other departments in the business to ensure high levels of service and knowledge.
- Conduct telephone applications with clients.
- At least 2 years’ experience working in an administration role within the Financial Services Industry.
- Working towards APA or QFA qualification.
- Knowledge of Life, Pension and Investment products available to the Broker market.
- Strong Experience with CRM software – Wealthtrack and Salesforce an advantage.
- General understanding of compliance issues & requirements.
- Previous experience building relationships with clients via phone and face to face meetings.
- Shorter working week, half day every Friday.
- Company Pension.
- Company IP and DIS the day you join.
- 22 days Annual Leave plus your birthday off.
- Company shutdown for Christmas break.