Life & Pension Client Executive

4 weeks ago

Dublin Pike, Ireland Gallagher Full time

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.

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