01 634 4990 [email protected]
Senior Defined Benefit Pension Administrator

Senior Defined Benefit Pension Administrator

 

 

 

 

 

 

 

Senior Defined Benefit Pension Administrator

Salary: €40k – €50k

Purpose of Job

Working as a member of a Corporate Pensions Administration Team, with responsibility, for providing a range of administration services for medium and large clients.

  • This will involve working to  agreed service standards and client deadlines, complying with internal procedures to provide a consistent and proactive client service to the highest standards.
  • Working closely with and supporting the team leader the person will be responsible for helping to ensure the successful integration and training of new additions to the team.
  • Also responsible for providing technical support to team members and helping resolve customer issues.

Principle Responsibilities include:

  • Administration management of a portfolio of corporate client Defined Benefit Pension Schemes.  Ensure that all aspects of the day to day administration of the client portfolio is delivered to the highest standards, including completion of renewals, dealing with all financial transactions, issuing of benefit statements, leaver option statements and preparation of trustee annual reports.
  • Meeting agreed service standards and adhere to standard procedures.
  • Ensure agreed procedures are followed in the team.
  • Communicating with all clients and dealing with internal customers in a professional and proactive manner.
  • Attending trustee and client meetings as required.
  • Provide feedback and support to the team leader on all aspects of work in the team.
  • Planning and co-ordinating your work with the team leader (to meet agreed deadlines).
  • To undertake special job assignments as appropriate.
  • Assist and support business development in liaison with Head of Administration.
  • Participate in training programmes.

Qualifications, Skills and Experience

  • QFA Qualified
  • Working with the team leader and Head of Administration you will have a flexible approach to the job as required and provide support in helping to meet deadlines or take on additional responsibilities.
  • Experience in Defined Benefit Pensions Administration in a Pensions Benefits Consultancy background administering all aspects of Defined Benefit and Public Sector Pension Schemes would be an advantage although candidates with a good Insurance Company background will be considered provided the relevant experience has been gained.
  • You are expected to have a thorough understanding of the underlying Pensions Legislation and regulatory environment.
  • Strong interpersonal skills are required together with an ability to work of your own initiative.
  • Good attention to detail with strong analytical skills.
  • You will also have relevant computer skills such as Microsoft Office, Excel, Word, Outlook etc and have built up a sound knowledge of a Pensions Administration system. 

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: [email protected]
Phone: 01-63 44 990

Claims Manager

Claims Manager

 

 

 

 

 

 

 

Claims Manager

Claims Manager

Salary: €85k – €95k

Our client, an existing Global Life Insurance Company are looking to recruit a Claims Manager for Ireland based in their Dublin City Centre office. The successful candidate will be a key member of the Irish team focusing mainly on corporate clients (B2B).

Responsibilities

  • Be responsible for Claims handling for disability and mortality insurance products
  • Be responsible for all claims communication
  • Coordination with the clients, brokers and participants
  • Responsible for data administration
  • Responsible for all claims communication
  • Assist colleagues and support them where possible
  • Work closely with the other departments within
  • Experience in managing/settling disability/income protection claims

Requirements

  • Minimum 7-10 years’ experience in a similar role
  • Comfortable working in a start-up environment.
  • Previous experience in Group Life and Income Protection at a senior level.
  • Proactive & solution oriented mind-set
  • Excellent Team player, but also able to work independently and self-driven
  • Outstanding customer service attitude
  • Used to reading and interpreting legal documents
  • Ability to motivate and lead a team.
  • Demonstrable ability to engage and influence third parties and key stakeholders.
  • Confident communicator with excellent written and verbal communication skills.
  • Strong interpersonal and decision making skills.
  • Excellent organisation skills with the ability to manage and prioritise tasks.
  • Delivery focused with flexible attitude and approach
  • This is an MCC accredited role

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: [email protected]
Phone: 01-63 44 990

Mortgage/ Financial Advisor

Mortgage/ Financial Advisor

 

 

 

 

 

 

 

Mortgage/ Financial Advisor

To convert appointments to Mortgage / Life business in order to achieve Department target.  To lend support to the Mortgage Manager, to encourage and train staff within the Department and Organisation
1.    Underlying Knowledge:

Between 3 – 4 years (inclusive) experience in the financial services industry
Ideally be a member of the Institute of Bankers. Qualified to QFA level
Good knowledge of the Mortgage & Insurance market
Proficient in Mortgage Search and Life Assurance Packages and working knowledge of Word

2.    Responsibility

  • Personal and Department target
  • Mortgage target
  • Life Assurance Target
  • Responsible for managing and developing branch referral business
  • Assistance to trainee, junior and support staff

3.    Professionalism

  • Maintains high standard of customer care
  • Maintains professional and ethical standards at all times
  • Adheres to Company Manual and Customer Care Charter

4.    Measurables

a)    Hard Targets

–    Mortgage Target
–    Life Policy Target

b)    Soft Factors

–    Administration
–    Customer Care
–    Communication (both internal and external)
–    Team Work

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: [email protected]
Phone: 01-63 44 990

Compliance Executive

Compliance Executive

 

 

 

 

 

 

 

Compliance Executive

Salary: €50k – €60k

Our client a leading provider of Investment management has need for a Compliance Executive to join their growing and dynamic team. You will oversee and control the Compliance function across the business in Ireland and European branch.
Key Responsibilities

  • To enable the firm to comply with its obligations resulting from its authorization under the European Communities (Insurance Mediation) Regulations 2005 (IMR)
  • To ensure that the firm has the necessary policies, procedures and controls to meet the requirements set out in the IMR and those set out in the Consumer Protection Code (CPC)
  • To continually monitor, review and revise the firms’ organizational structure, policies, procedures and client documentation to ensure they conform to requirements.
  • Manage day-day relationship and reporting with Central Bank of Ireland and the firms Auditors
  • Report on progress against Key Performance Indicators on a regular basis both internally and to Central Bank and to firms Auditors
  • Assist the Compliance Director with regard to specific projects.
  • Represent the Compliance Department on business initiatives and projects both internally and externally as necessary
  • Provide business advice in relation to technical regulatory matters.
  • Undertake appropriate professional development and training
  • Maintain productive relationships with colleagues, management and business partners

Person specification

  • Articulate – able to communicate effectively in verbal and written form
  • Solutions orientated – imaginative and a problem solver
  • Commercially orientated
  • Balances short and long term objectives
  • Motivated, ambitious and hard-working
  • Comprehensive understanding of all key areas of financial planning and generic solutions for Residents and Expatriates

 

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: [email protected]
Phone: 01-63 44 990

Financial Advisor

Financial Advisor

 

 

 

 

 

 

 

Financial Advisor

Salary: €35k – €45k

Our client, a well established and busy City Centre Brokerage are looking for experienced Financial Advisors to join their team.

You will be responsible for identifying their client’s financial needs and providing tailored, value for money solutions. In this regard, you will focus on the following key areas of financial planning:

  • Family & Asset Production
  • Savings & Investments
  • Mortgages – New Applications
  • Mortgages – Restructuring
  • Retirement Planning
  • Business Protection

Education

  • You will have a minumum of QFA qualification
  • Or APA as required whilst on a program to full QFA
  • Full CPD records with same fully up to date
  • Strong knowledge of the Financial Services industry and related products and services

For further information please contact me for a confidential conversation on 016344990

 

ELLEN BYRNE

ASSOCIATE DIRECTOR

Phone: 01-63 44 990

Senior Financial Advisor

Senior Financial Advisor

 

 

 

 

 

 

 

Senior Financial Advisor

Salary: €35k – €45k

Senior Financial Advisor, you will work in an environment that delivers exceptional service to customers providing professional, expert advice across a range of lending, deposit and wealth management products and services.

 

Key Accountabilities
The successful candidate will hold accountability for the following activities:

 

  • Develop an acute understanding of client needs and provide comprehensive financial solutions that assist customers in achieving their broad financial planning goals of wealth creation, protection and management.
  • Optimise opportunities to deliver quality customer outreach.
  • Deliver customer experience targets, providing proactive and positive relationship management through regular contact and follow up, quality financial health checks and strong market awareness.
  • Deliver sales and financial targets, acting at all times in the best interest of the customer and in a compliant manner.
  • Maximise cross-selling opportunities with existing clients, ensuring channel of choice.
  • Remain up to date with changing consumer behaviour and client needs (individually and by segment); with emerging market trends and technology developments.
  • Ensure business transacted and to be converted fully complies with both internal and external regulatory and compliance standards.
  • Ensure optimum sales quality measures are in place for all clients within your portfolio e.g. fact finds, written advice, financial plans, anti-money laundering documentation.
  • Effective management of your workflow and forward plan activities to ensure optimal productivity and customer experience.

 

Experience & Qualifications:

  • 3+ years` proven track record of success and performance in a sales capacity in financial planning and wealth management.
  • Proven experience in new business development and ability to build and maintain client relationships at the highest level.
  • Motivated sales professional with a clear passion for success.
  • A third level degree, or equivalent, is required.

To be eligible to be considered for this role, you are a fully Qualified Financial Advisor (QFA).

 

Market & Technical Knowledge:

  • Solid knowledge and experience in advising clients and providing comprehensive financial solutions, including mortgages, investments, pensions, financial planning and wealth protection.
  • In-depth interest in financial, economic and market trends.

 

Interpersonal Skills:

  • Confident and credible communicator, with experience in interacting successfully with a wide range of people.
  • Proven background in delivering an outstanding customer experience, leading with a `Can Do` perspective.
  • Effective interpersonal, communication and influencing skills
  • Strong organising and planning skills
  • Ability to work on your own and as part of a team
  • Proactive, solutions oriented and a self-starter.
  • A people`s person, with a natural curiosity and affinity for people

 

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: [email protected]
Phone: 01-63 44 990