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Marsh Mackey
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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
Thanks for reading!
Marsh Mackey

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