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:
- Support the Senior Financial Advisor by managing the annual review process of existing clients and meeting ongoing regulatory requirements for existing clients.
- Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and retention.
- Prepare reports, presentations and advice for clients. Experience using cash flow planning software such as Voyant is an advantage.
- Contribute to process improvements.
- Support compliance requirements for the firm.
- Progress to managing high intent new enquiries for pensions and investments.
- Have an understanding of the impact of auto-enrolment for employers/employees and provide guidance on solutions available.
- Ensure all client documentation is accurate, compliant, and up to date.
- Suggest and implement ideas and development initiatives for business development 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.
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 pensions and investments required.
- 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.
Benefits:
- Competitive salary commensurate with experience.
- Performance-related bonuses.
- Continuous professional development opportunities.
- Supportive and collaborative work environment.
- Opportunities for career advancement within the company.
To apply for this job email your details to hdunn@gmail.com
