Description:
You're experienced in life and pensions administration - maybe from another brokerage or larger advisory firm. You know how things work, you spot issues before they become problems, and you like the idea of being trusted to just get on with it. You are looking for an opportunity to be part of a team who each have a role in creating First Rate’s future. Maybe you are returning to work after some time away and want to re-engage the world of Life and Pensions. We will help you to rediscover and develop the skills and knowledge needed to keep up to date in this ever changing and fast moving industry.
Are you someone who:
- Has solid experience in life and pensions admin (ideally 2+ years in a similar role)
- Has a QFA qualification or actively working towards it
- Understands the Irish life & pensions landscape
- Is comfortable liaising with providers, chasing up cases, and keeping clients in the loop, with excellent communication (written & telephone)skills and manner
- Is Proficient in Microsoft Office Suite – particularly Excel
- Takes ownership of your work and thrives in a non-hierarchical, no-suits-needed environment
- Is a Conscientious individual with the ability to work both independently and as part of a team, in an energetic office environment
- Wants to be part of something growing, where your input genuinely shapes how things are done
What You'll Do
- Handle new business processing and ongoing admin for life, pension, and protection products ensuring accuracy and compliance with regulations
- Maintain and update client files and systems keeping up to date on internal systems, adhering to data protection standards
- Monitor policy maturities, renewals and handle any required amendments or transfers
- Liaise and act as main point of contact for clients, advisers, and providers ensuring everything runs smoothly
- Collaborate with financial advisors in preparing for client meetings and policy summaries
- Help streamline our processes and bring ideas to the table
- Be part of a team where your voice is heard and your work matters