Life and Pensions Administrator

Dublin
Permanent
Full-time

16 days ago

Our client, a well-established and highly regarded financial advisory firm, is seeking an experienced Life and Pensions Administrator to join their growing team.This role is central to providing comprehensive administrative and client support to Financial Planners and their clients. The successful candidate will oversee the full lifecycle of life, pension, and investment cases-from initial setup and onboarding through to ongoing servicing and compliance oversight.We're looking for someone who is organised, proactive, and detail-focused, with excellent communication skills and a strong commitment to delivering a high standard of client service. While training and ongoing support will be provided, prior experience in life, pensions, and investment administration is essential.What you need

Demonstrable experience in life, pensions, and investment administration within a financial services environment
A solid understanding of financial products, compliance requirements, and regulatory frameworks (including AML and CPC)
A minimum APA (Life & Pensions) qualification, with active progression towards QFA (full QFA or broader financial knowledge is advantageous)
Strong organisational ability with a high level of accuracy and attention to detail
Proficiency in Microsoft Office (Word and Excel) and CRM/data systems; familiarity with BIS and provider platforms such as Zurich, Irish Life, Aviva, or New Ireland is beneficial
Excellent written and verbal communication skills, with confidence in dealing with both clients and colleagues
The ability to work independently while also contributing positively within a team setting
Experience with self-administered pensions or group schemes (desirable but not essential)

Responsibilities

Managing new business applications from preparation through to policy completion
Processing Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately and efficiently
Coordinating client onboarding, including AML checks and full compliance documentation
Producing client reports, policy summaries, and supporting documentation for advisors
Handling policy servicing tasks such as fund switches, additional contributions, premium adjustments, and cancellations
Administering claims related to retirement, death, and serious illness cases
Maintaining accurate and up-to-date client records across CRM systems, BIS, and provider platforms
Responding to client and provider queries in a timely and professional manner across phone, email, and face-to-face interactions
Working collaboratively with advisors and team members to streamline processes and enhance service delivery
Providing general administrative assistance to support the wider team
Ensuring all work complies with relevant regulatory standards and internal procedures

Morgan McKinley

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