360 Search are recruiting on behalf of a respected and trusted Life & Pensions Brokerage based in Galway, seeking a dedicated and experienced Life & Pensions Client Services Manager to join the close-knit team. The successful candidate will manage client relationships, ensure seamless service delivery, and support the business in delivering top-tier financial advisory services.
Key Responsibilities:
* Support the Senior Financial Advisor by managing the annual review process of existing clients and meeting ongoing regulatory requirements for existing clients.
* Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and retention.
* Prepare reports, presentations and advice for clients. Experience using cash flow planning software such as Voyant is an advantage.
* Contribute to process improvements.
* Support compliance requirements for the firm.
* Progress to managing high intent new enquiries for pensions and investments.
* Have an understanding of the impact of auto-enrolment for employers/employees and provide guidance on solutions available.
* Ensure all client documentation is accurate, compliant, and up to date.
* Suggest and implement ideas and development initiatives for business development and overall client-service and satisfaction.
* Ensure all activities are compliant with regulatory requirements and company policies.
* Stay updated on industry trends and regulatory changes affecting Life & Pensions products.
Qualifications:
* Ideally hold over 3 years’ experience in either a client-facing or support role (or both) within the Life & Pensions industry.
* Full QFA (Qualified Financial Adviser) designation is required.
* Any additional industry qualifications will be highly regarded i.e. RPA, CFP.
* Strong knowledge of pensions and investments required.
* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
* Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
Benefits:
* Competitive salary commensurate with experience.
* Performance-related bonuses.
* Continuous professional development opportunities.
* Supportive and collaborative work environment.
* Opportunities for career advancement within the company.
#J-18808-Ljbffr