Our client, a well-established Financial Brokers are recruiting for a part time Life and Pensions Advisor to join their team in Navan.
The Ideal candidate will have a strong understanding of the life and pensions industry, as well as good communication, organisational and analytical skills. They should also be able to work well under pressure and be able to manage multiple tasks and priorities effectively.
Duties & Responsibilities include:
- Managing the administration of life and pension policies, including setting up new policies, making changes to existing policies, and processing claims
- Identify financial services needs with potential and existing clients.
- Provide professional best advice and consultation with respect to Life and Pension needs.
- Liaising with clients to provide information and support regarding their policies and ensuring that any queries or concerns are resolved in a timely and professional manner.
- Ensuring compliance with all regulatory and legal requirements
- Client Report Preparation
- Preparation of suitability statements
- General knowledge of investment markets
- Maintaining accurate client records.
Qualifications
- QFA qualification
- At least 2 years’ experience working in a Life & Pensions administration role
- Knowledge of investment, pension, and insurance products on a technical level
- Strong IT skills including proficiency in MS office
- Flexible and ability to multi-task
Hours
- Part time (3 days or 5 mornings a week – flexible)
Salary
- €23k / €22phr
