QFA NEEDED FOR NAVAN

Our client, a busy Professional Financial services office based in Meath are seeking a QFA available for part-time work, on a Maternity cover contract to commence April 2014.

Title: QFA Life & Pensions

Reporting to Office Manager

Location: Navan      Part Time: (20-25 hours/week)

Role & Responsibilities:

• Manage existing client base administration in proactive manner
• Liaise with clients, schedule and perform periodic client reviews
• Prepare quotes, draft client proposals, reason why letters etc.
• Preparation of mortgage applications
• Prepare monthly management reporting pack

Qualifications & Experience:

• QFA (or near QFA qualified) with CPD record
• 3 years + experience in similar role, Experience of preparing life quotes, reason why letters etc.
• Excellent product knowledge and understanding of current Irish Pensions legislation
• Energetic, enthusiastic and hard working
• Previous life and pensions sales experience desirable
• Excellent telephone manner, communication and letter writing skills