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Life and Pensions Administrator

Posted 6 days 9 hours ago by MCS Group

Permanent
Full Time
Other
Dublin, Ireland
Job Description
Life & Pension Administrator - Dublin

MCS Group are looking for a Life & Pension Administrator to join this well-established Financial Advisory company

The Company:

With nearly three decades of trusted service, the company has built a reputation for integrity, personalised advice, and long term client relationships. The team of experienced advisors, paraplanners, and administrators - all working collaboratively to deliver a first class client experience.

The firm specialises in Life Savings, Investments, and Protection products, supporting a diverse client base across the Republic of Ireland.

If you're seeking a stable, friendly, and professional environment where you can take ownership of your work and grow your career, this role offers exactly that.

The Rewards:

As the successful Life & Pensions Administrator you will receive:

  • €52,000 to €55,000 base salary + extensive benefits
  • 23 days annual leave + your birthday off + 10 public holidays
  • QFA membership & exam fees fully covered
  • A supportive, close knit team environment with long term stability
The Role:

As the successful Life & Pensions Administrator you will be responsible for:

  • Managing end to end processing of applications across savings, investments, and protection products
  • Sitting in on client meetings and supporting advisors with follow up actions
  • Handling client engagement, documentation, and ongoing service queries
  • Assisting advisors with research, preparation, and case management
  • Monitor Pension bank accounts, recommending investment opportunities for client pension funds
  • Other duties as outlined in the full job description.
The Person:

The successful Life & Pensions Administrator will meet the following criteria:

  • 3+ years' experience in Self Administered Processing (essential)
  • Working towards or already QFA qualified
  • Strong organisational skills with the ability to manage a busy client portfolio
  • Professional, client focused, and eager to develop within the financial services sector
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