Life & Pensions Administrator

CFA Institute

CFA Institute is hiring a Life and Pensions Administrator to support client relationships, manage sales, and ensure compliance.

Last checked on August 30, 2026. We may earn a commission when you click through.

This role is ideal for those starting their career in finance, particularly individuals keen to gain experience in client support and compliance. However, the demanding nature of the position may not suit everyone.

✓ Opportunity to work with a reputable organisation ✓ Gain valuable experience in life and pensions ✓ Engage directly with clients and life companies

Life & Pensions Administrator

CFA Institute

Updated 44 minutes ago

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Municipal District of Kilkenny City

About this role

CFA Institute is hiring a Life and Pensions Administrator to support client relationships, manage sales, and ensure compliance.

About the Company

CFA Institute is a leading global association of investment professionals, dedicated to promoting the highest standards of ethics and education in finance.

Key Highlights

✓ Support management team and client relationships
✓ Handle sales support and new policy administration
✓ Ensure regulatory compliance
✓ Manage day-to-day administration tasks

💡 Honest Take: While the role offers valuable experience in the financial services sector, expect a fast-paced environment with high expectations for compliance and client management. Some may find the workload intense, especially during peak periods.

Pros

✓ Opportunity to work with a reputable organisation
✓ Gain valuable experience in life and pensions
✓ Engage directly with clients and life companies
✓ Strong emphasis on compliance and regulation

Cons

✗ Fast-paced work environment
✗ High expectations for performance
✗ Potentially intense workload during busy periods
✗ Salary not disclosed

Best For: Recent graduates or early-career individuals seeking to build a career in the life and pensions sector.

Watch Out: The role requires a strong ability to manage multiple tasks efficiently, which may be challenging for those new to the industry.

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What Customers Say

Employees highlight the supportive work environment and opportunities for professional development, though some note the high-pressure atmosphere during busy periods.

Expert Review

This position at CFA Institute provides a unique entry point into the finance sector, focusing on life and pensions. The emphasis on client interaction means candidates should be prepared for a role that involves both administrative tasks and active client engagement. The company values compliance, making attention to detail crucial.

While the is beneficial for growth, it can also lead to stress during peak times. The lack of disclosed salary may deter some applicants, but the experience gained can be for career progression. Customer service skills will be tested, as the role involves managing expectations from both clients and life companies.

Overall, this position is well-suited for those looking to make a meaningful impact in financial services while navigating a challenging yet rewarding landscape.