Job Description
Our client are a growing Financial Services company in Cork currently have a new opportunity for a Pensions Administrator to join their team. This role is a permanent part time role with flexibility for the right candidate (20-25 hours a week) The role involves contact with existing and potential clients, quoting and advising on cover and services. Due to the nature of the work, previous or current experience in the Life, Pensions Industry (QFA) is essential. You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. The role will include an element of sales as the person settles into the role. You will be responsible for... Processing of quotations and new business applications in pension, savings & investments and life assurance and deal directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner Managing all Auto- Enrollment Pension schemes Responsible for managing the pipeline of business from start to finish which includes the processing of pensions, savings & investments, and protection policies. Ownership of all aspects of our client book which includes providing regular updates to clients Responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements. Supporting Financial Advisors with Ad Hoc duties We are looking for someone who has/is Fully QFA Qualified 5+ years' experience in the Life, Pensions & Investments industry Excellent attention to detail Strong organisational skills Ability to multitask & prioritise queries Highly self-motivated & ability to work on own initiative If you have read the above with interest and would like to be considered for this excellent opportunity, please apply today with a WORD or PDF copy of your CV. CSA Personnel will treat every application in strictest confidence and will only put you forward to an employer after gaining your explicit permission. Skills: Financial Planning Pensions Financial QFA