Life and Pensions Administrator

• 202505944

• Dublin, County Dublin, Ireland

Behind Every Great Advisor is a Great Administrator – Be the Difference

WTW’s Life & Pensions 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 have an exciting opportunity for a Life & Pensions Administrator to join our friendly and supportive Financial Planning team. In this role, you’ll be the backbone of our Sales Support Team, ensuring everything runs smoothly for both our advisers and clients.

From managing client records and processing new business, to tracking cases and resolving queries, you’ll play a key part in helping clients on their financial journey. You’ll also collaborate closely with our Financial Advisers and get involved in projects and office initiatives, making every day varied and rewarding.

If you’re organised, detail-oriented, and motivated to build a career in financial services, this is your chance to make a real impact behind the scenes while growing your expertise in the pensions and investment world.

We’d love to hear from you and welcome you to our team.

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority 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. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

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 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.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.

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