Life and Pensions Administrator

at  WTW

DESCRIPTION

WTW’s Financial Planning team works closely with families, business owners, self-employed professionals and employees in many of Ireland’s leading companies. Our Financial Planning Consultants/Financial Advisors help people to make the most of their employment benefits, family protection needs and personal savings.
We are have an exciting job opportunity for a Life and Pensions Administrator within our Financial Planning team. As a Life and Pensions Administrator, you will play a pivotal role in ensuring the seamless operation of our Sales Support Team. Your primary responsibilities will include managing client records, processing new business transactions, tracking cases, handling client and Financial Adviser queries, and assisting with various office tasks and projects.

Other responsibilities will include:

• Set up client/policy records on the client database.
• Process new business applications, including compliance checks, submissions, and follow-ups for pension, investment, and protection products.
• Efficiently track new business cases to ensure regulatory compliance and adherence to deadlines.
• Handle the processing and tracking of claims for pension claims, transfers, and encashments.
• Provide excellent customer service by addressing client and Financial Adviser queries.
• Collaborate on ad hoc office duties and projects as required by the business.

THE REQUIREMENTS

• Good experience in office administration and specific knowledge of the Irish financial market.
• QFA/APA qualification or actively working towards obtaining the full qualification.
• Exceptionel attention to detail.
• Proficiency in prioritization and the ability to work effectively under time constraints.
• Strong PC skills, especially in Microsoft Office packages.
• The ability to collaborate and communicate effectively with colleagues at all levels.
• Outstanding written and verbal communication skills.
  WTW rewards our colleagues’ efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare, life assurance, between other benefits.
  At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. Most of our colleagues work in a” hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role, and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
  At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued, and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

• Set up client/policy records on the client database.
• Process new business applications, including compliance checks, submissions, and follow-ups for pension, investment, and protection products.
• Efficiently track new business cases to ensure regulatory compliance and adherence to deadlines.
• Handle the processing and tracking of claims for pension claims, transfers, and encashments.
• Provide excellent customer service by addressing client and Financial Adviser queries.
• Collaborate on ad hoc office duties and projects as required by the business