We are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.
Key Responsibilities:
* Annual portfolio reviews and valuations.
* Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post-retirement pension structures, protection benefits & investment portfolios.
* Communicating with clients regarding their portfolios and new applications in an effective and timely manner.
* Working with and supporting advisers in meeting regulatory compliance requirements.
Skills and Qualifications:
* BA (Hons) Degree within a Business or Finance related discipline.
* A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential.
* QFA qualified or progressing towards this qualification is essential.
* Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
* Ability to demonstrate a high level of attention to detail with a focus on numerical skills.
* Excellent verbal and written communication skills.
* Ability to manage own workload while prioritising effectively and efficiently.
* Microsoft Word, Excel, and Outlook (Intermediate).
Personal Qualities:
* Ability to work independently and as part of a team.
* Demonstrate a high degree of energy, enthusiasm, and flexibility.
* Numeracy and excellent organisation skills are essential for this position.
* Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality.
What We Can Offer You?
* Flexible working from home options.
* Investment in your professional development (e.g. professional qualifications relevant to your role).
* Pension contribution.
* Income protection.
* Life cover.
* Employee Assistance Programme.
* Active Sports & Social Club.
Seniority level
Associate
Employment type
Full-time
Job function
Administrative, Customer Service, and Finance
Industries
Financial Services and Pension Funds
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