Life & Pension Client Executive
3 days ago
Join to apply for the Life & Pension Client Executive role at Gallagher
Introduction
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
The Life and Pensions Client Executive is responsible for the day-to-day administration and support functions within the Financial Services division. This role ensures that client interests and market integrity are prioritized, while adhering to regulatory and legislative requirements. The ideal candidate will act in a compliant, ethical, and professional manner, treating client data with the utmost respect and confidentiality.
How You'll Make An Impact
Collaborate with Financial Consultants to deliver exceptional service to new and existing clients.
Prepare for Financial Consultant meetings, including generating quotations, compliance documents, and client portfolios.
Process and oversee new business applications for protection, pension, and investment products.
Maintain up-to-date knowledge of financial services products, compliance requirements, and industry developments.
Develop and manage relationships with insurance providers, clients, and internal staff.
Address and action various client requests on a daily basis.
Ensure adherence to regulatory and legislative rules, including the Minimum Competency Code, Consumer Protection Code, Fitness and Probity Standards, Data Protection Legislation, Prudential Regulations, and Money Laundering and Financial Sanctions Legislation.
Perform ad-hoc duties as required by the business.
About You
QFA qualification is essential.
Proficiency in Microsoft Office and strong computer skills.
Excellent time management, organizational, and prioritization skills.
Strong numeracy, literacy, and attention to detail.
Exceptional communication skills, including an excellent telephone manner.
Ability to work collaboratively with colleagues at all levels and engage positively with team members, insurers, and clients.
Commitment to completing the required annual CPD and maintaining compliance with the Minimum Competency Code.
#J-18808-Ljbffr
-
Life & Pensions Administrator
4 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Full timeWalfrid Private is growing, and were looking for a detail-oriented and dependable Broker Support Executive to join our team. This role is central to ensuring a smooth and efficient experience for both our clients and advisors. Youll work closely with our financial planners and providers, supporting the full lifecycle of policies and making sure every step is...
-
▷ Immediate Start: Life
1 week ago
Dublin, Ireland Walfrid Private Full timeWalfrid Private is growing, and were looking for a detail-oriented and dependable Broker Support Executive to join our team. This role is central to ensuring a smooth and efficient experience for both our clients and advisors. Youll work closely with our financial planners and providers, supporting the full lifecycle of policies and making sure every step is...
-
Snr Business Analyst
3 weeks ago
Dublin, Ireland Auxilion Ireland Ltd Full timeSenior Business Analyst - Life & Pensions Location: Dublin City Centre (Hybrid - 2-3 Days Onsite Weekly) Industry: Insurance & Pensions Type: Contract Rate: €550-600 per day About the role Leading European Insurance and Pensions provider at the forefront of innovation and customer-centric solutions requires Senior Business Analyst with experience in the...
-
South Dublin, Ireland GPC Finance Full timeOur client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford.They are now looking for a...
-
Senior Business Analyst
6 days ago
Dublin, Ireland Ss&C Full timeSenior Business Analyst (Life and Pensions) page is loaded## Senior Business Analyst (Life and Pensions)locations: Dublin, Irelandtime type: Full timeposted on: Posted Todayjob requisition id: R37073As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in...
-
Client Service Executive
1 week ago
Dublin Pike, Ireland Davy Full timeAbout Us From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...
-
South Dublin, Ireland GPC Finance Full timeOur client is a dynamic pension and investment brokerage regulated by the Central Bank of Ireland. They operate as an independent entity within a forward-thinking firm of Chartered Accountants. Their growing team includes two principal directors and nine talented professionals, all working from our modern office in Sandyford. They are now looking for a...
-
Client Service Executive
7 days ago
Dublin Pike, Ireland Davy Group Full timeAbout us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range...
-
Senior Wealth
3 weeks ago
Dublin, Ireland Abrivia Full timeSenior Wealth and Pension Administrator Hybrid, Permanent We're partnering with a long-established specialist consultancy, in the wealth, pensions and employee benefits sector. As the business continues to grow, they are seeking an experienced Senior Pension Administrator to join their busy corporate pensions administration team. This role is ideal for...
-
Pensions Solicitor
1 week ago
Dublin Pike, Ireland Link Personnel Full timeOur Client requires a Pensions Solicitor to join their expert team. Successful candidates will have experience advising large corporates in relation to pensions, benefits and keep on top of changes to legislation or practice which might benefit clients. Successful candidates will have 6+ years’ PQE in the area. For more information call Cormac Spencer on...
