We are seeking a Pensions & Investments administor. True Financial Limited is a leading Financial Services Brokerage, providing solutions for client’s Financial needs including Protection, Pensions, Savings & Investments, Mortgages, Personal Financial Planning and Business Financial Planning. We specialise in online, telephone and face to face consultations.

As a Financial Services Administrator you will be a key member of the Financial Services team, providing high standards of service to clients throughout the entire process with the company.

Responsibilities & Attributes

• Managing new business applications in Life Assurance, Pension and Investments and ensuring these are processed in an accurate and timely manner.
• Ensuring effective communication with our Financial Advisors and Business Partners.
• Communicating with clients over the phone and email, keeping them updated on the progress of their applications.
• Liaise with life companies to ensure pensions are transferred in a timely manner.
• A professional and positive attitude, with a commitment to delivering exceptional customer service.
• Adhering to Company and Central Bank duties and responsibilities.
• Proactively monitor and follow up on all new business pipelines with providers. Liaise with the sales team and clients to resolve outstanding requirements promptly.
• File Checking

Requirements:

• Have 2-5 years’ experience in a financial services brokerage.
• Must have previous pension admin experience.
• Technical knowledge of insurance, pension & investment products.
• Have excellent interpersonal & communication skills.
• Be client and company focused.
• Exceptional accuracy and organizational skills are crucial.
• Have great attention to detail and the ability to multitask and prioritise tasks.
• Be proficient in excel & word.
• Minimum APA in Life & Pensions, QFA desired.

Benefits:

• Company Pension available, DIS and Income Protection Benefits
• Employee Wellness Programme.
• Very Competitive Remuneration Package

Job Types: Full-time, Permanent

Pay: €40,000.00 per year

Benefits:

• On-site parking

Experience:

• Financial services: 1 year (required)

Ability to Commute:

• Port Laoise, County Laois (preferred)

Work Location: In person