Life and Pensions Administrator

Life and Pensions Administrator

Full-time | On-site | Nenagh, Co. Tipperary

An excellent opportunity has arisen for an experienced Life and Pensions Administrator to join a leading financial planning firm based in Nenagh.

This full-time, office-based position offers the chance to work within a dynamic, professional, and supportive team environment.

As a key member of the administration team, you will provide end-to-end administrative and client service support to Financial Planners and clients, ensuring the efficient delivery of life, pension, and investment services — from new business onboarding through to ongoing servicing and compliance management.

We’re looking for a proactive, organised, and detail-oriented professional who takes pride in delivering a first-class client experience.

Key Responsibilities

• Prepare and process new business documentation through to policy issuance.
• Manage Letters of Authority (LOAs) and Transfer of Agency (TOA) requests.
• Handle client onboarding, AML verification, and compliance file preparation.
• Prepare client summaries, policy summaries, and supporting documentation for advisor and client review.
• Process fund switches, top-ups, premium adjustments, cancellations, and other servicing requests.
• Administer retirement, death, and serious illness claims to completion.
• Maintain accurate client and company records across CRM systems and life company portals.
• Respond promptly and professionally to client and provider queries by phone, email, and in person.
• Collaborate with colleagues and advisors to streamline workflows and enhance client service.
• Ensure full compliance with regulatory and internal policies at all times.

The Ideal Candidate

• Proven experience in life, pension, or investment administration within a brokerage, advisory, or provider environment.
• Strong understanding of financial products, compliance frameworks, and regulatory requirements (AML, CPC).
• APA (Life & Pensions) qualification essential; working toward QFA required. Full QFA an advantage.
• Excellent organisational skills and strong attention to detail.
• Proficient in Microsoft Word, Excel, and CRM/data systems.
• Experience with BIS and major life company portals (Zurich, Irish Life, Aviva, New Ireland, etc.) highly desirable.
• Clear and professional communication skills — written and verbal.
• Ability to work independently while contributing effectively to a collaborative team.
• Experience with self-administered pensions or group schemes is an advantage.

What’s on Offer

• Full-time, on-site role (Monday – Friday, 9:15 am – 5:15 pm).
• Competitive salary commensurate with experience and qualifications.
• Comprehensive benefits package, including:
  • Pension scheme
  • Death-in-service cover
  • Annual leave entitlement
• Ongoing CPD support and assistance toward full QFA qualification.
• A supportive, team-focused culture with genuine career progression opportunities.

About the Company

Our client is a progressive financial planning firm dedicated to safeguarding the financial wellbeing of its clients. With a growing nationwide presence and a team of highly skilled professionals, the firm offers expert guidance and tailored solutions across Savings & Investments, Protection, Retirement Planning, Health Insurance, Public Sector Advisory, and Mortgages.

Contact

For more information on the role, Apply Now to be contacted by one of our consultants or Email: david.smyth@cpl.ie