About my Client
Based on the south side of Dublin City Centre. My client are a long established privately owned small brokerage business specialising in the Pension and Insurance sector. They provide investment advice, retirement planning and life assurance services.
About the Role
Reporting to the Client Service Manager, you will be responsible for delivery of exceptional client management to a range of individual and group accounts.
You will act as relationship manager to key existing and new clients, providing them with technical advice on insurance, investment and pension products while ensuring compliance adherence, assist with client budgeting, performing fund performance analysis and research and providing analytical reporting in on a hands-on, client service focussed environment.
You will be an enthusiastic and pro-active person, keen to stay focussed in what is a fun but busy role where you will need to apply your time management skills while working to tight deadlines. You will have at least 2 years’ experience working in a similar role at another brokerage firm or financial institution, have good general knowledge of the investment markets but have good technical knowledge and understanding of insurance, investment and pension products.
If you are interested in making this position yours, please contact Larry McCowen, click apply below
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Tagged as: Life Assurance, Life Insurance, Pension, Pensions
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