Pension Specialist

Location:

Limerick

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€35,000 - €45,000

360 Search are delighted to recruiting for a Group Pensions Specialist opportunity with a highly regarded Financial Service broker based in the Mid-West.
  
Our client is hugely experienced in all areas of Personal Financial Planning, as well as having the necessary qualifications required to provide advice to all new and existing clients. Their aim is guaranteeing a professional, friendly and efficient service, whilst ensuring that all queries are dealt with in an honest and confidential manner.
 
The Group Pensions Specialist will be responsible for managing their existing employer pension schemes and to cultivate relationships with corporate clients, providing them with administrative support.
 
Overview of Responsibilities

  • Develop and nurture strong relationships with corporate clients, understanding their unique requirements and offering tailored financial solutions.
  • Act as the primary point of contact for clients, addressing their inquiries, concerns, and providing ongoing support.
  • Proactively identify opportunities within the Group Schemes portfolio to sell business on an individual basis.
  • Oversee the implementation and administration of group schemes, ensuring compliance with regulatory requirements and company policies.
  • Monitor the performance of group schemes, conducting regular reviews and recommending adjustments as needed to optimize outcomes.
  • Other Ad Hoc Office duties:
  • o Be the first point of contact for answering incoming telephone calls and emails
  • o Maintain a client appointment diary for the use of meeting rooms
  • o Perform general office administrative and clerical duties
  • o Record, distribute and prepare all incoming and outgoing mail
  • o Assist with Individual business pipeline management as required.

  
What you’ll need to succeed

  • Qualified QFA
  • At least 2+ years relevant industry experience
  • Strong knowledge of the current pensions and investments landscape in Ireland
  • Excellent communication, interpersonal and presentation skills
  • Highly organised
  • Strong attention to detail
  • Customer Service mindset
     

KATE CORCORAN

Life, Pensions and Investments Recruitment Consultant

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