Life and Pensions Administrator

Apollo Financial Services Limited

Ashbourne, County Meath, Ireland

Hours:

9am to 5pm – Monday to Friday

Whats included in the role?

Key Responsibilities
• Manage an already existing portfolio of clients including personal and executive pension plans, Approved Retirement Funds and individual protection policies.
• Provide a high standard of administrative support to the Financial Advisors.
• Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
• Communicate with clients and advisors over phone and email keeping them updated on the progress of their applications.
• Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
• Work in line with the companies compliance officer in processing new business to ensure that all applications are in line with Central Bank regulation

Skills and Qualifications
• At least 12 months... More Detail

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