Life and Pensions Professional
In this role, you will be responsible for managing a pipeline of cases from submission through to completion, ensuring timely resolution of issues.
* You will work closely with the financial advisory team to process pension, investment, and protection business submissions.
* Key responsibilities include key new applications on life company portals and managing cases to ensure quality, consistency, and confidentiality.
* You will act as a point of contact for client and advisor queries, providing clarity, professionalism, and service.
Requirements:
* Ideal candidate has 2 years experience in the financial services industry with experience working with either pension or protection products.
* Working towards or completed QFA qualification is preferred.
* Strong knowledge of life, pension, and investment products available in the Irish market is essential.
* Able to juggle priorities under pressure with high attention to detail and solid communication skills.
Essential Skills:
* Pension product knowledge.
* Protection product knowledge.
* Investment product knowledge.
* Quality assurance skills.
* Problem-solving skills.
* Time management skills.
* Communication skills.
Preferred Qualifications:
* QFA qualification.