Senior Support - Life and Pensions
Senior Support - Life and Pensions
Our Wealth Advisory team are seeking an experienced individual to support our growing business. The successful candidate will be working with a team of advisors to support our high net worth Private Clients and Employee Benefits teams. The role offers remote working but requires presence in our office three days per week.
The Role:
You will work with a lean team of advisors who provide financial advice to a range of clients. Key responsibilities include:
- Offering support to advisors and clients throughout the new business lifecycle and ongoing management of existing business
- Preparation of new business documentation and the processing of same
- Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
- Ensuring advisors are aware of any requirements outstanding on new and existing business cases
- Supporting our Employee Benefits team with the management of pension and risk schemes
- Innovation of internal processes, particularly in relation to pipeline management, client communications and compliance procedures
- Adhere to internal and Central Bank of Ireland compliance requirements
- Working with our compliance officer to ensure client files are kept to the highest standard
- Assisting the team prepare for client meetings
Qualifications and Experience
The successful candidate will be QFA qualified. Additional qualifications would be desirable e.g. compliance, project management. Minimum 3-5yrs experience working in a brokerage or wealth management firm is essential.
Requirements
The successful candidate will possess:
- Experience dealing with client queries and ad hoc requests
- Existing knowledge of the local life and pensions market
- Experience dealing with the main providers and life companies
- High proficiency in the Microsoft Office is essential, particularly Excel, PowerPoint, and Word
- Excellent written and verbal communication skills
- Self-starter, productive, works well with a team and independently
- Ability to identify, meet, and follow through with the team's needs and requirements with keen attention to detail
- Excellent project management skills with ability to prioritize and track multiple tasks
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We are Grant ThorntonAt GT Ireland we don't just predict your future, we build it.
What does this mean for you?
At Grant Thornton, we provide equitable opportunities for all our colleagues. We are a responsible, sustainable business where equity, diversity and inclusion (ED&I) is at the forefront of our workplace culture agenda, and today, we continue to build and develop on our existing ED&I structure and strategy to meet our workplace culture needs. People are at the heart of our business and teams built with varied individuals present diverse viewpoints, which need to be heard and valued.
We are all at our best when we are able to be ourselves and we view integrity and authenticity as integral values to bring to our day-to-day work-life at the firm. We are excited to see the personality and perspectives you will bring to our team because we know we will all benefit from them. Diversity of thought, background and experience enables better decision-making, improves the quality of our delivery, and helps us to meet the needs of our clients. Our firm is built on people and their ideas, so we want to hear all the new perspectives and fresh thinking you have to offer. You form the bedrock of our firm's best-practice principles and we will champion you as leaders from day one.
Reward and benefits
Our reward and benefits are designed to create an environment where our people can flourish. We are committed to building a culture where our people have access to the necessary benefits to help promote a healthy lifestyle and thrive.
Recognition
We want to create a culture of recognition and celebrating success, by saying thank you to people who surpass our expectations and recognising the right values and behaviours. Our Shout Out recognition scheme is our way of highlighting and promoting achievements. Whether you simply want to say thank you, celebrate a special occasion or give an award for doing something exceptional, you can do all of this and more through the scheme.