Senior Support – Life and Pensions
Our Wealth Advisory team are seeking an experienced individual to support our growing business. The successful candidate will be working with a team of advisors to support our high net worth Private Clients and Employee Benefits teams. The role offers remote working but requires presence in our office three days per week.
Job Description
Senior Support – Life and Pensions
Responsibilities
Offering support to advisors and clients throughout the new business lifecycle and ongoing management of existing business
Preparation of new business documentation and the processing of same
Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
Ensuring advisors are aware of any requirements outstanding on new and existing business cases
Supporting our Employee Benefits team with the management of pension and risk schemes
Innovation of internal processes, particularly in relation to pipeline management, client communications and compliance procedures
Adhere to internal and Central Bank of Ireland compliance requirements
Working with our compliance officer to ensure client files are kept to the highest standard
Assisting the team prepare for client meetings
Qualifications
The successful candidate will be QFA qualified. Additional qualifications would be desirable e.g. compliance, project management. Minimum 3-5 years experience working in a brokerage or wealth management firm is essential.
Requirements
Experience dealing with client queries and ad hoc requests
Existing knowledge of the local life and pensions market
Experience dealing with the main providers and life companies
High proficiency in the Microsoft Office is essential, particularly Excel, PowerPoint, and Word
Excellent written and verbal communication skills
Self-starter, productive, works well with a team and independently
Ability to identify, meet, and follow through with the team’s needs and requirements with keen attention to detail
Excellent project management skills with ability to prioritize and track multiple tasks
#J-18808-Ljbffr