Senior Life and Pensions Administrator

Matrix Recruitment is supporting our client recruiting a Senior Life and Pensions Administrator for a well-established accountancy practice in Kilkenny. If you want the chance to develop and progress in your career, this opportunity could be a great fit.

You’ll provide key admin and sales support to the Financial Planning team while collaborating with the Head of Financial Planning. The work is varied, spanning compliance, client engagement, and day-to-day operations. You’ll be building relationships with clients and insurance providers, assisting colleagues, and ensuring everything runs like clockwork, all while using the OmniBroker BIS platform.
This role may be onsite or there may be some hybrid options available.

Key Duties and Responsibilities:

• Deliver administration and support services to the financial planning and brokerage team
• Process and follow up on client proposals, ensuring policies are activated and records are up to date
• Coordinate communications with insurance partners and clients
• Oversee compliance by following regulatory guidelines and internal procedures
• Monitor daily workflow, supporting the smooth running of operations and tackling process improvements
• Provide sales support and handle general admin queries
• Manage data and documentation through the Omni broker (B.I.S.) Financial Planning CRM system

What Are We Looking For?:

• 4-5 years of admin experience, ideally focused on life and pensions
• Confident using the OmniBroker BIS platform
• Progress towards APA or QFA qualifications 
• Top-notch organisational, relationship, and communication skills
• Proactive, collaborative, and keen to learn
• Experience in banking, insurance or financial services settings also considered

Apply for this job now or get in touch with Katie Sutcliffe on katies@matrixrecruitment.ie for more information.

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are treated in strict confidence and will not be submitted to any client without your prior knowledge and permission. Please note that due to the high volume of applications, we can only respond to candidates who meet the criteria for the role.

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