Life and Pensions Administrator
Full-time | On-site | Nenagh, Co. Tipperary
An excellent opportunity has arisen for an experienced Life and Pensions Administrator to join a leading financial planning firm based in Nenagh.
This full-time, office-based position offers the chance to work within a dynamic, professional, and supportive team environment.
As a key member of the administration team, you will provide end-to-end administrative and client service support to Financial Planners and clients, ensuring the efficient delivery of life, pension, and investment services — from new business onboarding through to ongoing servicing and compliance management.
We’re looking for a proactive, organised, and detail-oriented professional who takes pride in delivering a first-class client experience.
Key Responsibilities
- Prepare and process new business documentation through to policy issuance.
- Manage Letters of Authority (LOAs) and Transfer of Agency (TOA) requests.
- Handle client onboarding, AML verification, and compliance file preparation.
- Prepare client summaries, policy summaries, and supporting documentation for advisor and client review.
- Process fund switches, top-ups, premium adjustments, cancellations, and other servicing requests.
- Administer retirement, death, and serious illness claims to completion.
- Maintain accurate client and company records across CRM systems and life company portals.
- 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.
- Ensure full compliance with regulatory and internal policies at all times.
The Ideal Candidate
- Proven experience in life, pension, or investment administration within a brokerage, advisory, or provider environment.
- Strong understanding of financial products, compliance frameworks, and regulatory requirements (AML, CPC).
- APA (Life & Pensions) qualification essential; working toward QFA required. Full QFA an advantage.
- Excellent organisational skills and strong attention to detail.
- 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.
- Clear and professional communication skills — written and verbal.
- Ability to work independently while contributing effectively to a collaborative team.
- Experience with self-administered pensions or group schemes is an advantage.
What’s on Offer
- Full-time, on-site role (Monday – Friday, 9:15 am – 5:15 pm).
- Competitive salary commensurate with experience and qualifications.
- Comprehensive benefits package, including:
- Pension scheme
- Death-in-service cover
- Annual leave entitlement
- Ongoing CPD support and assistance toward full QFA qualification.
- A supportive, team-focused culture with genuine career progression opportunities.
About the Company
Our client is a progressive financial planning firm dedicated to safeguarding the financial wellbeing of its clients. With a growing nationwide presence and a team of highly skilled professionals, the firm offers expert guidance and tailored solutions across Savings & Investments, Protection, Retirement Planning, Health Insurance, Public Sector Advisory, and Mortgages.
Contact
For more information on the role, Apply Now to be contacted by one of our consultants or Email: [email protected]