A full-time, office-based role in Tipperary, offering the opportunity to join a professional, supportive team providing administrative and client service support across life, pensions, and investment services.
The Life and Pensions Administrator will support Financial Planners and clients throughout the full policy lifecycle, from new business onboarding to ongoing servicing and compliance. The ideal candidate will be organised, proactive, detail-oriented, and committed to delivering excellent client care.
Training and mentoring will be provided. Previous experience in life, pensions, and investment administration is essential.
Prepare new business documentation and manage cases through to policy issuance.
Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests.
Manage client onboarding, AML verification, and compliance documentation.
Prepare client summary reports, policy summaries, and supporting documentation.
Process fund switches, top-ups, premium changes, cancellations, and policy servicing requests.
Administer retirement, death, and serious illness claims.
Maintain accurate client records using BIS, CRM systems, and life company portals.
Respond professionally to client and provider queries.
Support Financial Planners and colleagues in delivering an efficient, high-quality client experience.
Ensure compliance with regulatory requirements and internal policies.
1–3 years’ experience in life, pensions, and investment administration within a brokerage, advisory, or provider environment.
Strong understanding of financial products, AML, CPC, and compliance requirements.
Minimum APA (Life & Pensions) qualification, with QFA qualification or working towards QFA essential.
Excellent organisational skills and attention to detail.
Proficiency in Microsoft Word, Excel, and CRM systems.
Experience with BIS and life company portals such as Zurich, Irish Life, Aviva, and New Ireland is desirable.
Strong communication and client service skills.
Ability to work independently and collaboratively within a team.
Experience with self-administered pensions or group schemes is an advantage.
Full-time, office-based position
Monday to Friday, 9:15am–5:15pm
Competitive salary based on experience and qualifications.
Pension scheme, Death in Service cover, and annual leave.
Ongoing CPD and support towards full QFA qualifications
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