Client Services Executive - Life & Pensions

• Excellent working culture with flexible hybrid working
• Competitive remuneration
• Opportunity for career progression
• Collaborative working environment

At Staffline Recruitment we are delighted to be recruiting on behalf of a growing Financial Advisory firm with offices in Dublin City Centre. The are seeking to recruit a professional and personable Client Services Executive to join their team.

The purpose of this role will be to deliver a best-in-class service to clients and colleagues within a dynamic and fast paced life & pensions department.

Key responsibilities will include:

• Providing Sales Support to our Team of Advisors and assisting them with gathering client data and information
• Building strong relationships with clients (virtually, over the phone and in person)
• Prepare valuation reports, documents etc. in advance of Advisor Client Meetings
• Prepare Voyant reports for our client database
• Managing relationships with 3rd parties on behalf of our clients ie: Life Companies / providers
• Processing documentation for New Business, Servicing and Claims requests

This is a permanent position that will offer a salary in the region of that will offer a salary in the region of €40,000 - €50,000 (DOE) along with benefits and a hybrid working model.

Interested applicants will meet the following requirements:

• A minimum of 3 years' experience gained in a Life and Pensions brokerage
• Excellent interpersonal skills to build quality relationships with the team and with customers
• A proven track record of strong client service skills
• QFA qualification or working towards same
• Strong planning and organisation skills
• The ability to work in a fast-paced environment and manage their workload accordingly
• A high attention to detail
• Experience with Voyant financial planning software is desirable

To be considered for this opportunity, please send an up to date version of your cv for review to Laura Craughwell at Staffline Recruitment via the enclosed link.

Immediate interviews will be held for suitable candidates.

For further information or to discuss in confidence call Laura directly on 086 1409232.

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