Life and Pensions Client Executive

First Ireland

Full Time


Position: Life and Pensions Client Executive
Company: First Ireland
Location: Dublin 8
Contact: Suzie Aungier
Contact Email: saungier@firstireland.ie
Date Posted: 3rd August 2018

Job Specification:

The Division

Financial Services is a progressive, award winning division within First Ireland. It is a busy and vibrant team orientated environment. Our primary focus is to help clients to set their objectives, achieve their goals and make good financial decisions now and in the future. This division is headed up by Jonathan Roche-Kelly, Head of Financial Services.

The Role

Job Overview

A Life and Pensions Client Executive is responsible for the day to day administration and support functions within the division. Principal Accountabilities

  •  Ensure the interests of clients and the integrity of the market is at the centre of the way you do business.
  •  Identify the needs and objectives of the client and provide best advice based on information gathered and research conducted.
  •  Treat clients fairly at all times.
  •  Act in a compliant and ethical manner at all times.
  •  At all times, adhere to regulatory and legislative rules, codes and guidelines including the:
    • Minimum Competency Code 2011
    • Consumer Protection Code 2012
    • Fitness and Probity Standards

Responsibilities
 Working closely with our Financial Advisors to provide a high level of service to new and existing clients
 Preparation for Financial Advisor meetings e.g. quotations, compliance documents, client portfolios
 Processing and overseeing new business applications for Protection, Pension & Investment Business
 Managing a portfolio of Group Risk and Group Pension clients on behalf of Consultants, including administration of their annual reviews
 Maintaining a good knowledge of financial services products and compliance, keeping up to date with any new developments
 Developing and managing relationships with insurance providers, clients and other staff members

Skills and Knowledge
 QFA qualification or working towards is essential
 Computer skills – Microsoft Office
 Excellent time management
 Excellent numeracy and literacy skills
 An excellent telephone manner
 Excellent attention to detail
 Excellent communication skills
 Excellent people skills enabling you to positively engage with other team members, staff, insurers and clients.
You will be required to be flexible in your position and must be prepared to undertake such other work as may be assigned to you by the company from time to time.


Please respond with your Curriculum Vitae, in the strictest confidence, to:

Suzie Aungier
First Ireland
First Ireland House
15 Parkgate Street,
Dublin 8.
saungier@firstireland.ie


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