We are seeking a detail-oriented and organised Life & Pensions Administrator to join our team and provide essential administrative and sales support to a team of over 60 Financial Advisors. This role will be responsible for processing new business applications, maintaining client records, managing client queries and liaising with product providers. This is an excellent opportunity for an ambitious individual looking to develop their administrative and client service skills and build a successful career within the financial services industry.
The Company:
Irish Pensions & Finance is an independent brokerage formed in 1993. We have over 30,000 clients and over €1 billion in funds under management.
At IPF, we continuously strive to ensure a work environment that promotes personal and professional development. We believe that investing in people, encouraging them to achieve a work-life balance, and providing support for their personal and professional development is the key to having happy, productive, and successful people.
The Role:
- Provide Administration Support to a team of Financial Advisors
- Vetting, Processing, and inputting large volumes of New Business Applications onto our CRM Database system
- Management of existing Client Database
- Dealing with Client Queries
- Liaising with Product Providers daily in relation to clients' policies
- Providing a sales support function to our team of over 60 Financial advisors
- General administration duties, filing, opening post
- Manage incoming phone calls and emails
The candidate will have:
- Previous experience in an administrative role, preferably within the financial services industry.
- The ability to meet deadlines & KPIs in a fast moving and demanding environment.
- Work well under pressure, with strong attention to detail, and ability to multi-task.
- Answer all incoming calls in a professional and timely manner.
- Computer literate with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems.
- Excellent Communication and Customer Service Skills.
- Customer-focused and driven.
- Team player with attention to detail and the ability to work on their own initiative.
- This role provides an ideal opportunity to develop a successful career in the Financial industry.
The Company will provide:
- Starting salary of €30,000 per annum plus bonuses (OTE €32k).
- Education bursary / financial support for relevant qualifications, such as QFA exams.
- Signing bonus applies to those with APA/QFA designation.
- Career path and progression opportunities.
- Company pension scheme.
- Entrance to company life cover scheme after 1 year.
- 2 wellness days following completion of 6-month probationary period.
- Half-day every second Friday following 1 year of full-time employment.
- Hybrid working schedule upon completion of initial training period.
- Flexitime available upon completion of initial training period.
Job Type: Full-time
Pay: €30,000.00-€32,000.00 per year
Benefits:
- Bike to work scheme
- Company events
- Company pension
- On-site parking
- Work from home
Ability to commute/relocate:
- DUBLIN 15, County Dublin: reliably commute or plan to relocate before starting work (required)
Education:
- Leaving Certificate (preferred)
Experience:
- Office or administration: 1 year (preferred)
Work Location: Hybrid remote in DUBLIN 15, County Dublin
