Katie Garvey
Our client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.
They are now looking for a motivated and detail-oriented Financial Services Administrator to join the team. This is an excellent opportunity for someone with experience in the Irish financial services industry to build a rewarding career in a professional, client-focused environment.
Key Responsibilities:
- Administration and servicing of life assurance policies
- Processing and managing pension scheme documentation and queries
- Preparing and reviewing investment portfolio valuations
- Ensuring compliance with all regulatory requirements (Central Bank of Ireland guidelines)
- Supporting sales and advisory teams with client onboarding and follow-ups
- Liaising with life companies to ensure timely processing of new and existing business
- Managing client queries with professionalism and efficiency
- Maintaining accurate records and updating internal CRM systems
Candidate Requirements:
- QFA qualification (minimum requirement)
- 2+ years of relevant experience in a life & pensions brokerage, life office, or bank
- Strong knowledge of Irish life assurance, pension, and investment products
- Exceptional attention to detail and high standards of client service
- Strong organisational and communication skills
- Ability to work well both independently and as part of a collaborative team
- Proficiency in Microsoft Office and familiarity with CRM/database systems
Salary & Benefits:
- Competitive salary of €40,000 – €50,000, depending on experience
- Discretionary annual bonus
- Hybrid working model (after onboarding period)
- Generous pension scheme
- CPD support and funding for further professional development
- Modern, well-connected office environment in Sandyford
- A supportive and friendly team culture focused on personal and professional growth
If you’re passionate about delivering exceptional financial services and looking for a long-term role in a professional and supportive firm, please reach out to Katie Garvey.