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  • Date Listed13/01/2022
  • Location
  • Advertised ByAgency
  • Job TypeFull-Time
Job Description
•Manage a portfolio of group pension and risk plans, personal and executive pension plans, Approved Retirement Funds, and individual protection policies.
•Provide a high standard of administrative support to the management
•Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily
•Manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely
•Communicate with clients over phone and email keeping them updated on the progress of their applications.
•Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
•Work on ad-hoc business development projects as required in both of our clients’ offices.
•Fulfil all compliance obligations on new business cases (e.g., preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
Skills and Qualifications
•QFA qualified with 3 to 5 years’ experience
•Excellent organisational skills and ability to work on your own initiative
•Excellent attention to detail
•Good interpersonal skills and a team player
•Proven track record of delivering excellence in customer service
•Ability to manage your own time efficiently and effectively
•Ability to problem solve and follow queries through to a satisfactory conclusion
•Willingness to develop technical knowledge and skills and desire to undertake appropriate study
•Motivation to develop within the organisation
•Experience in a regulated financial planning business would be an advantage
•Proficiency in Word, Excel, and PowerPoint
•Salary will be Commensurate with experience
•23 days annual leave
•Bonus and Commission Structure
•Defined Contributory Pension Scheme
•Insurance examinations/further study sponsored where relevant to the role.
If this is of interest to you and you fit the criteria above please send your cv to info@metisrecruit.com and one of our team will be in contact.
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