Life and Pension Specialist

3 days ago


Dublin, Dublin City, Ireland Willis Towers Watson Full time
Company Overview
Welcome to Willis Towers Watson, a global leader in professional services. Our company is dedicated to helping organizations and individuals achieve their goals through expert advice and innovative solutions.

Job Description
We are seeking a highly skilled Life and Pension Paraplanner to join our team in the Retirement line of business. As a key member of our team, you will provide assistance to our financial advisers, supporting them in their work with clients. Your responsibilities will include:
  1. Assisting in the preparation of market research and Advice Reports;
  2. Providing technical support to our financial advisers;
  3. Dealing directly with clients on certain queries;
  4. Identifying new business opportunities from existing client bases;
  5. Involvement in bulk project exercises (ETVs & PIEs);
  6. Supporting the development of the role and the advisory process.

Key Responsibilities:
  • Input into pre-sales process and understanding client objectives;
  • Occasional attendance at client meetings;
  • Voyant/Cashflow analysis and Financial Planning;
  • Execution of business (protection business, annuities & Approved Minimum Retirement funds) through a desk-based service;
  • Briefing Sales team on market and product changes;
  • Organising training and product presentations for Continued Professional Development (CPD) requirements;
  • Ensuring compliance with Central Bank regulations & WTW requirements.

Requirements
To be successful in this role, you will need:
  1. A minimum experience in and knowledge of the Life & Pensions industry;
  2. Some experience in a Paraplanner Role would be beneficial, but not essential;
  3. QFA as a minimum qualification is required;
  4. RPA is a plus (achieved or in the process of completing);
  5. Analytical skills with a base knowledge of products, business practices and markets;
  6. Competency with MS Office packages, especially Excel.

Benefits
As a valued member of our team, you can expect a range of benefits including career development opportunities, competitive salary and benefits package, and a dynamic working environment.

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