Job Description

Senior Support - Life and Pensions

Our Wealth Advisory team are seeking an experienced individual to support our growing business. The successful candidate will be working with a team of advisors to support our high net worth Private Clients and Employee Benefits teams. The role offers remote working but requires presence in our office three days per week.

The Role:

You will work with a lean team of advisors who provide financial advice to a range of clients. Key responsibilities include:

• Offering support to advisors and clients throughout the new business lifecycle and ongoing management of existing business
• Preparation of new business documentation and the processing of same
• Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
• Ensuring advisors are aware of any requirements outstanding on new and existing business cases
• Supporting our Employee Benefits team with the management of pension and risk schemes
• Innovation of internal processes, particularly in relation to pipeline management, client communications and compliance procedures
• Adhere to internal and Central Bank of Ireland compliance requirements
• Working with our compliance officer to ensure client files are kept to the highest standard
• Assisting the team prepare for client meetings

Qualifications and Experience

The successful candidate will be QFA qualified. Additional qualifications would be desirable e.g. compliance, project management. Minimum 3-5yrs experience working in a brokerage or wealth management firm is essential.

Requirements

The successful candidate will possess:

• Experience dealing with client queries and ad hoc requests
• Existing knowledge of the local life and pensions market
• Experience dealing with the main providers and life companies
• High proficiency in the Microsoft Office is essential, particularly Excel, PowerPoint, and Word
• Excellent written and verbal communication skills
• Self-starter, productive, works well with a team and independently
• Ability to identify, meet, and follow through with the team’s needs and requirements with keen attention to detail
• Excellent project management skills with ability to prioritize and track multiple tasks

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