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
