EXPERIENCED PART TIME LIFE, PENSION & INVESTMENT ADMINISTRATOR

Experienced Pension & Investment Administrator Required for part time position

( 4 day week-flexible hours ) 

A wonderful opportunity has arisen with a client company located in Blanchardstown.

This niche organisation is looking for a fully qualified QFA , with financial services administration experienece.

This role would suit a person with relevant experience  who is outgoing ,friendly and who would enjoy working in a small company where your contributions will always be recognised and appreciated and who would prefer to work on a part time basis.

Duties:

• Provide and develop administration support to the Team

• Process applications and claims across a number of provider and product lines including Life Assurance, Specified Illness, Income Protection, Pensions, Investments and Savings plans in accordance with product and legislative requirements.

• Update policy and client information on internal CRM system, scanning and copying applications

• Daily management of compliance and AML checklist

• Assist with reports such as discussion documents, Statements of Suitability & Client valuation and update documents

• Deal with client correspondence and queries ongoing

• Ensure adherence to regulatory requirements throughout all duties

Key Requirements:

• At least two years’ experience in administration within financial services (ideally a brokerage)

• Be a fully qualified QFA

• Have a broad knowledge of financial products and legislative requirements of same

• Understand documents required for regulatory purposes and how to structure same

• Be able to satisfy the Fitness & probity requirements as required by the Central Bank of Ireland

• Demonstrate the ability to work enthusiastically, independently and to use initiative

• Possess excellent communication, telephone and organisational skills, with the ability to quickly build relationships

• Be a good organiser with attention to detail and proven ability to prioritise tasks and follow through on same

• Be proficient in Microsoft office packages & DocuSign

Our client will provide:

• Full training / support 

• Opportunity to fulfil CPD annual requirements

• Salary / Package will relate to experience

Additional Information:

• Primary work location  Blanchardstown, Dublin 11

 

If you are interested in applying for this position please send your CV outlining your relevant experience to david@mssirl.ie

Management Support Services (Ireland) Limited, The Courtyard, Hill Street, Dublin 1