Administration Executive - Advisory (Life & Pensions) - Enniscorthy
Core
End-to-end administration for Group and Individual Pensions, Life Assurance, and investments, supporting client onboarding, renewals, and compliance within a financial advisory unit.
Role type
Senior IC administration executive (Life & Pensions)
Builds
Client service delivery, policy administration, and scheme management for a local financial advisory firm
Domain
Insurance / Financial Advisory / Life & Pensions
Deliverable
client delivery
Required skills
Group Pension administration, PRSA scheme management, Life Assurance administration, investment product administration, CRM data management, stakeholder liaison, compliance adherence, document preparation, client query resolution
Preferred skills
Paraplanning experience, specialized pension knowledge, familiarity with Life & Pension broking platforms
Technologies
CRM systems, provider portals, internal platforms
Responsibilities
Manage end-to-end administration for new business and existing clients across pensions, life, and investments; oversee Group Scheme management including renewals and member engagement; liaise with product providers for timely processing; maintain CRM systems with high data accuracy; support advisors with financial reports and product research; handle general administration tasks including filing and communications.
Seniority
Mid-Senior, hands-on IC