Administration Executive - Advisory (Life & Pensions) - Sligo
Core
End-to-end administration for Life & Pensions products, supporting Financial Planning Advisors with new business, client management, and compliance.
Role type
Senior Administrative Executive (Financial Advisory)
Builds
Client service delivery and operational efficiency for Life & Pensions advisory team
Domain
Insurance / Life & Pensions
Required skills
policy administration, CRM management, compliance adherence, stakeholder liaison, quality control, report generation, workflow optimization
Preferred skills
Life & Pensions broking platforms, industry qualification, mentoring junior staff
Technologies
CRM systems, provider portals, internal platforms
Responsibilities
Manage end-to-end policy administration for life, pensions, and protection products; Liaise with product providers on new business and client queries; Maintain client databases and ensure accurate documentation; Monitor provider service levels; Support annual reviews, renewals, and client communications; Conduct quality control checks and audit preparation; Supervise or mentor junior administrative staff; Produce reports on pipeline progress and outstanding requirements.
Seniority
Mid-Senior, hands-on IC with team support responsibilities
