Job description

About Your New Employer:

Our client who are a leading employee benefit consultancy and private wealth management are seeking a Client Service Executive, to join their Dublin based office in hybrid working model, and on a full-time permanent contract.

About Your New Job:

• Conducting annual portfolio reviews and valuations.
• Processing new business applications.
• Liaising with product producers, predominantly major insurance companies, to ensure swift application processing.
• Managing pre- and post-retirement pension structures, protection benefits, and investment portfolios.
• Effectively and promptly communicating with clients regarding their portfolios and new applications.
• Collaborating with advisors to ensure regulatory compliance.

Who you are:

• Hold a BA (Hons) Degree in a Business or Finance-related discipline.
• Bring a minimum of 2-3 years of relevant experience, ideally within a Financial Advisory firm or Life & Pensions Broker.
• Possess or be progressing towards the QFA qualification.
• Demonstrate a working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance regulations.
• Exhibit exceptional attention to detail, particularly in numerical skills.
• Skilfully manage your workload, prioritizing tasks with efficiency.
• Communicate eloquently, both verbally and in writing.
• Proficiency in Microsoft Word, Excel, and Outlook (Intermediate).
• Capable of thriving independently as well as part of a collaborative team.
• Infuse your work with energy, enthusiasm, and adaptability.
• Numeracy and organizational skills are non-negotiable for this role.
• Successful candidates are likely to be confident multitaskers, driven by a strong work ethic, and devoted to maintaining exceptional attention to detail and quality.

What’s Next:

Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on koconnell@sigmar.ie

Or if the job is not quite right but you are looking for something similar, please get in touch.

Why Apply Through Sigmar?

• We will help manage your job hunt, strengthen your interview skills, and tidy up your CV.
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• Gain access to exclusive roles that are not advertised elsewhere.

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