Job Profile Overview
This role plays a pivotal part in delivering an exceptional experience for clients and advisors alike. You will work closely with our financial planners and providers, supporting the full lifecycle of policies and ensuring every step is handled with accuracy and care.
Key responsibilities include:
* Processing pension, investment & protection business submitted by financial advisory teams
* Keying new applications on life company portals
* Managing pipeline cases from submission through to completion, ensuring timely resolutions and proactively addressing any issues
* Supporting compliance and operational processes with a focus on quality, consistency and confidentiality
* Acting as a key point of contact for client and advisor queries, prioritizing clarity, professionalism and service excellence
Required Skills & Qualifications
* Previous experience in a similar role within the financial services sector
* A completed QFA or equivalent qualification
* Strong grasp of life, pension and investment products available in the Irish market
* High attention to detail, solid communication skills and the ability to manage competing priorities under pressure
* Team-oriented mindset with a personal commitment to delivering outstanding outcomes for clients