Cpl is currently recruiting an experienced Life & Pensions Administrator for our financial services client, based in Cork
- Permanent Position
- Full time, Mon to Fri
- Salary: DOE
- **Full QFA Qualification Required**
Key Responsibilities
- Advise on policy insurance whilst setting up new client files through onboarding, compliance file preparation, AML verification.
- File, report and format Letters of Authority (LOAs) and Transfer of Agency (TOA) requests. Process claims from start to finish: process fund switches, top-ups, premium adjustments etc.
- Respond promptly and professionally to client and provider queries by phone, email, and in person.
- Collaborate with colleagues and advisors to streamline workflows and enhance client service. Relationship management is key.
- Ad-hoc admin duties, supporting team operations while complying with all internal and external regs.
Your Experience
- Previous brokerage experience in life, pension, or investment administration roles.
- Strong understanding of compliance frameworks, and regulatory requirements (AML, CPC).
- APA qualification essential.
- QFA (part-full qual) required.
- Proficient in Microsoft Word, Excel, and CRM/data systems.
- Experience with BIS and major life company portals (Zurich, Irish Life, Aviva, New Ireland, etc.) highly desirable.
- Experience with self-administered pensions or group schemes is an advantage.
Benefits Package
- Comprehensive benefits package, including:
- Pension scheme
- Death-in-service cover
- Annual leave entitlement
- A supportive, team-focused culture with genuine career progression opportunities.
