360 Search are recruiting on behalf of a respected and trusted Life & Pensions Brokerage based in Galway, seeking a dedicated and experienced Life & Pensions Client Services Manager to join the close-knit team. The successful candidate will manage client relationships, ensure seamless service delivery, and support the business in delivering top-tier financial advisory services.
Key Responsibilities:
- Serve as the primary point of contact for clients, managing all inquiries related to Life & Pensions products.
- Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and retention.
- Support the Senior Financial Advisor by conducting regular client reviews to assess service needs and address any issues or concerns.
- Lead the administration of Life & Pensions policies, including new business processing, renewals, and claims.
- Ensure all client documentation is accurate, compliant, and up to date.
- Coordinate with insurance providers and other third parties to facilitate client transactions.
- Suggest and implement ideas and development initiatives to enhance team capabilities and overall client-service and satisfaction.
- Ensure all activities are compliant with regulatory requirements and company policies.
- Stay updated on industry trends and regulatory changes affecting Life & Pensions products.
- On occasion, assist with marketing initiatives, such as client events and educational seminars.
Qualifications:
- Ideally hold over 3 years’ experience in either a client-facing or support role (or both) within the Life & Pensions industry.
- Full QFA (Qualified Financial Adviser) designation is required.
- Any additional industry qualifications will be highly regarded i.e. RPA, CFP.
- Strong knowledge of Life & Pensions products, including policies, claims processes, and regulatory requirements.
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
- Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
