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Alanna Mulcair

Alanna has over 8 years Financial Services recruitment experience at a management level. She is a highly motivated, conscientious and dedicated individual with huge focus on Client/Candidate relationship management.

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Client Services Administrator (Life & Pensions)

Permanent
Dublin West, Dublin
€40000 - €45000 per annum bonus, pension, life cover, etc

My Client, a leading Irish wealth advisory firm is looking for a Client Services Administrator (Full-time)

Responsibilities:

  • Working with the Advisor group to complete Pension, Protection & Investment reviews for clients.
  • Liaise with clients throughout the product application process.
  • Prepare application packs for submission to relevant providers.
  • Managing the application through underwriting to acceptance.
  • Working with the Advisor group to reply to client queries in a timely manner.
  • File completion.
  • Other ad hoc client activities and projects, as required by the business.

Skills and attributes:

  • Experience working in Life & Pensions administration either in a bank, life company or financial brokers.
  • Experience in all aspect of Protection (Life Insurance, Mortgage Protection, Income Protection etc.)
  • QFA qualified or part-qualified.
  • Excellent writing and communication abilities.
  • A problem solver and be pro-active.
  • Curious and interested in learning.
  • Very good attention to detail, and not be above proof-reading your colleague's work.
  • Can work unsupervised in your role, and be a team player.
  • Confidence to challenge norms and present ideas for change.
  • Act in your client's best interest at all times.
  • Proficient in MS Word, Excel, and Outlook.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

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This position was pPosted on 24 Jan 2023

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