Accountancy

Life & Pensions Administrator

  • Full Time
  • Remote
  • Cork City
  • 41947504

PE Global is currently hiring a Life & Pensions Administrator for our Financial Services client based in East Cork. This is a permanent role.

Duties and Responsibilities of the Role:

  • You will be responsible for managing Alpha Wealth’s pipeline of business from start to finish which includes the processing of pensions, investments and protection policies.
  • You will interact daily with some of Irelands largest Life Insurance Companies and will ensure effective communication flow between Account Managers and Financial Advisors.
  • You will manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the Life Assurance companies to ensure these are processed in an accurate and timely manner.
  • You will communicate with clients over phone and email keeping them updated on the progress of their application/s.
  • You will take ownership of all aspects of our corporate client book which includes providing quarterly updates to clients.
  • You will be responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements.
  • You will support Financial Advisors with any ad hoc administration duties.

Requirements:

  • QFA qualified (or almost complete) 
  • Knowledge of Anti Money Laundering requirements and compliance procedures
  • 2-3 years’ experience in the Life, Pensions & Investments industry
  • Excellent communication skills
  • Enthusiastic Team Player
  • Ability to multitask & prioritise queries

Interested candidates should submit an updated CV.

Please click the link below to apply, call Katie on 083 0177413 or alternatively send an up to date CV to katie.keane@peglobal.net

***Please note our client cannot assist with any visa sponsorship and candidates must have the correct visa to live and work in Ireland***

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