Life, Pensions & Investments admin.

Our client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.

They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.

Key Responsibilities

• Administration and servicing of life assurance policies
• Processing and managing pension scheme documentation and queries
• Preparing and reviewing investment portfolio valuations
• Ensuring compliance with all regulatory requirements (Central Bank of Ireland guidelines)
• Supporting sales and advisory teams with client onboarding and follow-ups
• Liaising with life companies to ensure timely processing of new and existing business
• Managing client queries with professionalism and efficiency
• Maintaining accurate records and updating internal CRM systems

Candidate Requirements

• QFA qualification (minimum requirement)
• 2+ years of relevant experience in a life & pensions brokerage, life office, or bank
• Strong knowledge of Irish life assurance, pension, and investment products
• Exceptional attention to detail and high standards of client service
• Strong organisational and communication skills
• Ability to work well both independently and as part of a collaborative team
• Proficiency in Microsoft Office and familiarity with CRM/database systems

Salary & Benefits

• Competitive salary of €40,000 – €50,000, depending on experience
• Discretionary annual bonus
• Hybrid working model (after onboarding period)
• Generous pension scheme
• CPD support and funding for further professional development
• Modern, well-connected office environment in Sandyford
• A supportive and friendly team culture focused on personal and professional growth

If you’re passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Katie Garvey.