Life & Pensions Administrator

Updated: March 02, 2024 04:40 PM GMT

Full-time Job in Celbridge, County Kildare

Verity Financial Consultants

Celbridge, County Kildare, Ireland

We are looking for someone to join the team here at Verity Financial Consultants. We continue to grow as a company by placing the interests of our clients at the forefront of everything we do.

To continue this level of service, we are looking for an individual to help with servicing our existing and new clients and working closely with our life & Pension Consultants.

Responsibilities
• Producing detailed client reports as required.
• Inputting of data as we expand our CRM system.
• Managing client data and maintaining accurate CRM files.
• Dealing with Life Companies and following up with clients by keeping them informed of the progression of their business.
• Support to our Consultants and working closely with our Pensions Consultants.
• Maintaining polite and professional communication via phone and e-mail.
• Preparing suitability reports and letters to target deadlines.
• Develop excellent day to day relationships with our consultants to maintain a collaborative working... More Detail