Careers

Senior Life and Pensions Administrator – LHK Financial – Dublin office

LHK Financial, Rosemount House, Dundrum Road, Co. Dublin

Key Responsibilities

  • Manage a portfolio of group pension and risk plans, personal and executive pension plans,Approved Retirement Funds and individual protection policies.
  • Provide a high standard of administrative support to the management
  • Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily
  • 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
  • Communicate with clients 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
  • Work on ad-hoc business development projects as required in both Dublin and Drogheda offices.
  • Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).

Skills and Qualifications

  • QFA qualified with 3 to 5 years’ experience (at least 18 months working in a brokerage environment)
  • Excellent organisational skills and ability to work on your own initiative
  • Excellent attention to detail
  • Good interpersonal skills and a team player
  • Proven track record of delivering excellence in customer service
  • Ability to manage your own time efficiently and effectively
  • Ability to problem solve and follow queries through to a satisfactory conclusion
  • Willingness to develop technical knowledge and skills and desire to undertake appropriate study
  • Motivation to develop within the organisation
  • Experience in a regulated financial planning business would be an advantage
  • Proficiency in Word, Excel and PowerPoint

Remuneration

  • Salary will be Commensurate with experience
  • 23 days annual leave
  • 10 days paid sick leave
  • Bonus and Commission Structure
  • Defined Contributory Pension Scheme
  • Insurance examinations/further study sponsored where relevant to role

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