Pensions Administrator
We are proud to partner with our client, a well-established and growing financial services based in Drogheda, to hire a Pensions Administrator to support the Senior Advisors team in delivering high-quality service to clients. This is a fantastic opportunity to join a collaborative and professional team, where you will play a key role in managing both new business and existing client portfolios.
Salary: €40,000+ (DOE)
Benefits:
Bonus
5% Pension
25 days AL
Death in service
Key Responsibilities
Provide comprehensive administrative support to Wealth Advisors
Manage end-to-end processing of new business across pensions, investments, and life assurance
Liaise with life companies to ensure timely and accurate policy processing
Administer policy reviews and assist with product and tax-related queries
Communicate with clients via phone and email, providing updates on applications and reviews
Prepare documentation for client meetings and support pre- and post-meeting activities
Coordinate schedules and organise meetings
Maintain accurate, compliant, and up-to-date client records
Manage AML documentation and ensure regulatory compliance
Support ad-hoc projects and business initiatives as required
Skills & Experience
QFA qualified or currently working towards qualification
Minimum 2 years’ experience in a regulated financial services environment
Experience in a broker environment is advantageous
Strong knowledge of life, pensions, and investment products
Experience dealing with life companies and policy administration
Excellent organisational skills with strong attention to detail
Ability to manage workload independently and prioritise effectively
Strong communication and interpersonal skills
Customer-focused with a proactive, problem-solving mindset
Proficient in Microsoft Office (Word, Excel, PowerPoint)
For more information, please apply through the link provided for the attention of Paula Tavares or call Osborne Recruitment on 041 986 5058.
If you are interested in finding out more about the above role and would like to be considered for this or other suitable roles that we may have available for your skill set – please attach your CV via the link provided. Please submit your updated CV in Word Format.
If you are living in Ireland and hold a VALID WORK PERMIT, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search.
Osborne are proud to be an Equal Opportunity Employer.
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