Job Description
We are seeking an experienced and ambitious professional to join our team as a Financial Services Administrator, responsible for the efficient administration and processing of life and pension business.
**Job Description:**
* Efficient administration and processing of all life and pension business
* Liaise with clients, product providers, and internal stakeholders
* Oversee completion of client files to ensure compliance standards are met
* Provide a full support service to the sales team, including preparation of client data reports and maintenance of up-to-date client records
* Oversee timely and accurate completion of new business application forms
* Monthly reconciliation of direct debit payments
* Assist with communication of fund updates and annual review information to clients
* Oversee processing of pension transfers
* Ensure proper commission is remitted to the company
* Maintain accurate and up-to-date records on clients, products, pipeline business, and outstanding documentation
**Requirements:**
* Business graduate with QFA qualification and relevant life and pensions regulatory and product knowledge
* Minimum of 3-5 years' experience in a similar role with a proven track record
* Excellent communication skills and attention to detail
* Ability to adopt a "hands-on" approach in assisting the sales staff and directors of the company
**About the Company:**
Morgan McKinley is a leading recruitment agency with a strong presence in the Irish market. We are committed to providing exceptional service to our clients and candidates.
**Competitive Salary and Benefits Package:**
We offer a competitive salary and benefits package to successful candidates.