Company Overview
Our client is a third-generation, practitioner-led general insurance and financial planning broker in Leinster. Our client are one of the oldest brokers on the island of Ireland and act as the insurance and financial planning partner of choice for owner-managers, entrepreneurs, sole traders, partnerships, and family businesses across multiple industry sectors, both domestically and internationally. We are committed to providing an inclusive and collegial environment to support our people in the development of a rewarding career in the insurance industry.
Key Responsibilities
1. Manage a portfolio of clients with corporate pension, investment and protection policies.
2. Provide a high standard of administrative support to the corporate pensions and risk team.
3. Assist senior team members with management of new business submissions and existing client business.
4. Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
5. Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
6. Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
7. Communicate with clients over phone and email keeping them updated on the progress of their applications.
8. Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
9. Work on ad-hoc business development projects as required
10. Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
Skills and Qualifications
11. QFA qualified with 3 to 5 years' experience (at least 18 months working in brokerage)
12. Previous experience working in a corporate life and pensions brokage desirable.
13. Excellent organisational skills and ability to work on your own initiative.
14. High level attention to detail.
15. Good interpersonal skills and a team player.
16. Proven track record of delivering excellence in customer service.
17. Ability to manage your own time efficiently and effectively.
18. Ability to problem solve and follow queries through to a satisfactory conclusion.
19. Willingness to develop technical knowledge and skills and desire to undertake appropriate study.
20. Motivation to develop within the organisation.
21. Experience in a regulated financial planning business would be an advantage.
22. Proficiency in Word, Excel and PowerPoint.
Remuneration
23. Salary will be commensurate with experience.
24. 23 days annual leave.
25. Bonus and Commission Structure.
26. Defined Contributory Pension Scheme.
27. Death in Service and Income Protection Cover.
28. Examinations/further study sponsored where relevant to role.
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