Administrative Executive

Administration Executive - Life & Pensions

Location: Ringsend, Dublin 4

Team: Financial Advisory Administration Unit

Reporting to: Operations Manager

Contract Type: Permanent

Overview of the Role

This is an opportunity to join a specialist Life & Pensions administration team supporting a busy financial advisory business operating within a larger group structure while maintaining a strong local focus and autonomy.

You will be part of a team of three administrators and will play a central role in delivering high-quality administrative and operational support to the advisory team. The role covers the full lifecycle of Life & Pensions administration, including new business processing, ongoing policy servicing, client servicing, and coordination with product providers.

This position is classified as a CF4 role under Central Bank of Ireland Fitness and Probity Standards.

Key Responsibilities

Pension & Scheme Administration

• Manage day-to-day administration of Group Pension arrangements including DC schemes, PRSAs (Group and Retail), and risk-only schemes
• Oversee scheme renewals, invoicing, contributions, leavers and joiners
• Support employee engagement activity across group schemes
• Ensure accurate and timely scheme updates across all platforms

Client & Sales Support

• Provide full administrative support to financial advisers and directors
• Prepare client documentation and ensure all submissions are completed accurately
• Manage and maintain client records and CRM systems
• Support pipeline management and tracking of new business activity
• Deal directly with client queries in a professional and timely manner

Provider & Stakeholder Management

• Liaise daily with product providers in relation to pensions, investments, and protection business
• Track and follow up on new business submissions and outstanding requirements
• Maintain strong relationships with external stakeholders including HR and finance contacts within corporate schemes

General Administration

• Handle incoming calls, emails, post (physical and digital) and general office administration tasks
• Support file management and document control in line with internal processes
• Maintain high standards of organisation across all administrative workflows

Compliance & Governance

• Ensure full adherence to Central Bank, GDPR, and internal compliance standards
• Follow all internal procedures, templates, and system usage guidelines
• Maintain audit-ready records and ensure accuracy across all documentation

Process Improvement & Team Contribution

• Contribute to ongoing improvements in workflows, templates, and client communications
• Support cross-functional projects where required
• Work collaboratively within the wider administration and advisory teams

About You

• Minimum 2+ years' experience in Life & Pensions administration or a similar financial services role
• Strong experience with Group Pension schemes, PRSAs, and risk products
• Comfortable managing multiple stakeholders including corporate HR and finance contacts
• Familiar with provider portals, pension platforms, and financial advisory systems
• Highly organised with strong time management skills and the ability to work under pressure
• Excellent attention to detail with a strong focus on accuracy and quality
• Strong communication and customer service skills
• Proactive, curious, and committed to continuous improvement
• Able to work independently while contributing effectively within a small team environment

What's on Offer

• A structured role within a growing financial advisory environment
• Exposure to a broad range of Life & Pensions products and corporate schemes
• Opportunity to work closely with experienced advisers and operations leadership
• Clear pathway for development within the financial services industry