New Business Administrator

New Business Administrator

Immediate start


The New Business Administrator will be responsible for evaluating and processing new client applications. You will be required to liaise closely with our Sales, Customer Services, and Investment teams to provide the highest level of service to our clients. Our core products include Small Self-Administered Schemes (SSAS), Self-Invested Personal Pensions (SIPP), Approved Retirement Funds (ARF), Personal Retirement Savings Account (PRSA), Buy out Bonds (BOB) as well as our Unit Trust structures. You will communicate with Financial Advisory firms and Life companies to ensure schemes are established within a timely manner.

Key Responsibilities

This is primarily an administrative role supporting our clients, intermediaries, sales team and other departments within the company. The typical day to day workload of a New Business Administrator in the New Business Team would broadly consist of 50% administration work setting up new applications, 30% liaising with internal teams and external companies and 20% completing further ad hoc project work. Some of the main responsibilities of the role include:

  • Ensuring all scheme applications are processed in a timely manner
  • Ensure all scheme liabilities are discharged within agreed timelines
  • Issuing documentation to Clients and Advisors
  • You will be responsible for monitoring and completing the transfer of policies to ITC
  • Liaising with numerous third parties including intermediaries, investment companies, life companies and banks to ensure best service is provided for our clients
  • Drive to provide a standard of excellence in service for our high net worth client base
  • Ensuring client service standards are upheld by adhering to our procedure’s manual and customer charter

Required Skills & Behaviours

  • Communicate enthusiasm and commitment to achieving objectives and contributes to their team
  • Aptitude to organise tasks and manage workload efficiently
  • Ability to work both on own initiative and as part of a team
  • Listens to the needs of customers and act on what they are saying
  • Actively seeks out views, opinions, and ideas from others
  • Investigate issues/problems to their best ability and seek assistance with basic understanding completed
  • Communicates with others in a professional and helpful way, conveying information clearly and concisely
  • Actively monitors own performance against personal, team and company targets
  • Understands the nature of their job requirements and who these services are targeted towards.
  • Shows respect for other members of the team and provides support for one another

Qualifications / Experience Necessary

  • Experience in client facing role or administration role is essential
  • Good understanding of the basic principles of customer service is essential
  • Working knowledge of MS Office, Outlook and any in-house systems is essential
  • Third level qualification is beneficial, business-related course preferable
  • Previous pension experience is beneficial


Starting salary is €27,000, pro rata. Increasing to €28,000 on successful completion of a 6-month probationary period.

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Preferred Degree Subjects

Business Management and Administrative Studies

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