Pension and Investment Administrator

Pension and Investment Administrator 

This is an exciting opportunity to join our financial planning team. The role would be suitable for an experienced pension and investment administrator looking for a new challenge in supporting a growing financial advisory team. The role offers remote working but requires presence in our office for three days per week.

Roles and Responsibilities:

You will work with both experienced and junior advisers who provide financial advice to a range of individual private clients. Key responsibilities include:

• Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
• Ensuring advisers are aware of any requirements outstanding on new and existing business cases
• Preparation of new business documentation and the processing of same
• Innovation of internal processes, particularly in relation to pipeline management, client communications and compliance templates
• Adhere to internal and Central Bank of Ireland compliance requirements
• Working with our compliance officer to ensure client files are kept to the highest standard
• Scheduling client reviews and helping the team prepare for client meetings
• Ongoing support in servicing our existing client base

Qualifications and Experience

The successful candidate will be QFA qualified. Additional qualifications would be desirable e.g. compliance, project management. 

Previous experience working in a brokerage or wealth management firm would be preferred. 

Requirement

The successful candidate will possess:

• Existing knowledge of the local pension and investment market
• Experience dealing with the main pension and investment providers
• High proficiency in the Microsoft Office is essential, particularly Excel, PowerPoint, and Word
• Experience with Microsoft Dynamics 365 would be advantageous 
• Excellent written and verbal communication skills
• Self-starter, productive, works well with a team and independently
• Ability to identify, meet, and follow through with the team’s needs and requirements with keen attention to detail 
• Excellent project management skills with ability to prioritise and track multiple tasks 
• High level of attention to detail.

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