Description:
An exciting and rewarding opportunity is available for an ambitious and experienced self-starter looking to advance their career in the Irish Life and Pensions Industry.
The ideal candidate will be enthusiastic, motivated, possess excellent interpersonal skills, highly conscientious, and have an in-depth understanding of general Financial Advisory Services including Retirement Planning, Protection Solutions, and Savings and Investments.
The Job:
- Oversee and ensure the efficient administration and processing of all our clients Life and Pension Business, liaising with clients and product providers.
- Ensure the completion of all client files in compliance with Central Bank of Ireland standards.
- Maintain a compliance monitoring programme to ensure adherence to regulatory requirements.
- Provide full support to the Sales Team, including preparing various client data reports and maintaining up-to-date client records.
- Manage the timely and accurate completion of new business application forms and follow up with fund managers to ensure prompt issue of policy documentation and commission.
- Keep all new business and client file checklists up to date.
- Coordinate with payroll personnel and finance on the correct start date for all policies and ensure direct debit payments are collected accordingly.
- Ensure the monthly reconciliation of all direct debit payments for Life Business written.
- Assist with communication of fund updates and annual review information to clients in a timely and professional manner.
- Oversee the processing of pension transfers efficiently and maintain proper record keeping.
- Ensure proper commission remittance for all business written monthly.
- Liaise with the IT team to maintain appropriate CRM software and system updates for efficient business transactions.
- Deliver the highest standard of client service.
- Maintain up-to-date records on all clients, products, pipeline business, and outstanding documentation.
- Oversee the selection, training, and supervision of junior trainee Life and Pensions Administrators.
Do you have:
- QFA/APA qualified with relevant life and pensions regulatory and product knowledge.
- Minimum of 1-3 years of experience in a similar role with a proven track record.
- Ability to adopt a hands-on approach in assisting the sales staff and directors in all aspects of a busy brokerage on a day-to-day basis.
- Excellent communication skills and attention to detail.
- Ability to work on own initiative and liaise with all levels of management.
- Relentless focus on client service.