Pensions and Investments Administrator

Phoenix Group
Dublin
Workplace: HybridContractFunction: Administration & Executive AssistanceEducation: certificationSkills: ["Customer focus","Teamwork","Planning & organising","Positive attitude"]

Provide best-in-class customer service to customers and intermediaries for pensions and investments. Accurately process customer requests and administration within service levels, offering clear guidance so clients can make informed decisions. Support retention and growth by identifying opportunities, promote lower-cost service channels and self-service, and follow conformance and regulatory requirements while troubleshooting root causes to prevent repeat failures.

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Phoenix Group
Phoenix Group
1 day ago

Pensions and Investments Administrator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Provide best-in-class customer service to customers and intermediaries for pensions and investments. Accurately process customer requests and administration within service levels, offering clear guidance so clients can make informed decisions. Support retention and growth by identifying opportunities, promote lower-cost service channels and self-service, and follow conformance and regulatory requirements while troubleshooting root causes to prevent repeat failures.
Location: Dublin
Workplace: Hybrid
Employment Type: Contract
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Provide excellent customer service to customers and intermediaries.
  • •Process customer requests and administer accurately within agreed service levels.
  • •Treat each interaction as an opportunity to build rapport, credibility, and advocacy.
  • •Identify opportunities to retain and grow customers’ business and provide informed guidance.
  • •Ensure compliance with regulatory requirements and follow processes to meet conformance, including troubleshooting root causes.

Pay and Benefits

Perks:PensionAnnual BonusMeal AllowanceFlexitimeHybrid Working

Key Requirements

  • •Deliver strong customer service to internal or external customers.
  • •Be QFA qualified or part-qualified.
  • •Proactively provide accurate information and guidance to help customers make informed decisions.
  • •Follow correct processes to meet conformance requirements and ensure fair treatment.
  • •Identify root causes of problems to prevent repeat failures.
Experience:PensionsInvestmentsFinancial services
Education:Certification / Diploma
Skills:Customer focusTeamworkPlanning & organisingPositive attitude
Certifications:QFA

Company Brief

Phoenix Group
A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1782
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor