Classifieds
14/05/2013 – Life and Pensions administrator required for North Dublin firm
Background to Company:
McInerney Saunders is a leading accountancy, tax and business advisory firm based in Swords, North County Dublin. The company was established in 1980 and has over the years grown to a medium-sized well-established firm servicing the needs of its client base comprising private individuals, the self employed, owner-managed businesses and not for profit organisations. We now want to strengthen our financial services department that provides our growing client base with financial protection, pension and investment advice.
We are seeking an experienced life and pensions administrator for the following role:
Job Status:
Permanent/ Part time
Duties & Responsibilities:
The successful applicant will have responsibility for supporting the consultants and for client servicing and liaising with life offices financial institutions and trustee companies. This is a hands-on role working in a busy and challenging environment, servicing clients of the firm and dealing with all aspects of product administration.
This includes
• Delivering best practice financial services administration to existing and new clients.
• Compliance with regulation
• Dealing with clients in relation to all of their financial affairs.
• Ensuring the accuracy of benefits statements and contract documentation.
• Managing new business pipeline administration.
• Servicing clients of the firm and providing direct support to consultants.
• Participating in continuous improvement of the firms services and procedures
Salary:
TBC
Qualifications:
QFA or willing to do Exams
Experience:
The successful applicant will likely have at least two year’s similar experience working in a brokerage or in a broker support role with a life and pensions company dealing with all aspects of Life and Pensions administration.
The person should also have had exposure to a sales role.
Skills required:
• Good inter-personal skills to interact with clients and colleagues
• Have and display a professional and client orientated approach.
• Be an efficient planner and organiser with an ability to work on own initiative.
• Be a team player
• Possess excellent written and verbal communication skills.
• Have a good and confident telephone manner
• Have good product knowledge and knowledge of regulation affecting the industry
• Proficient in the use of Microsoft suite of programmes including database and online diary management and general aptitude for use of other computer applications.
Contact details:
Please email CV and cover letter, outlining why you wish to apply for this position, in strictest confidence to Andrew O’Loughlin.
Email: aoloughlin@mcinerneysaunders.ie or telephone 01 8404029
Reply
19/04/2013 – Broker in Wexford looking to work with Broker / Accountant / Solicitor with a client bank to discuss potential business sharing or partnership arrangement
I am an independent broker in Wexford with a strong pension, investment, protection and mortgage knowledge. I am open to discussions how to be of mutual benefit to each other on business clients and a strong lead supply if provided. May suit a broker retiring in the south east, planning to get out of the industry over next couple of years or looking for a broker to develop new business from existing client bank. May suit a general broker or someone who would like to branch into financial services on a strong lead supply basis.
Contact details:
Conleith Quigley
info@conquigleyfsl.ie
Visit us online at: www.conquigleyfsl.ie
087 2371374
Reply
12/04/2013 – COMMERCIAL ACCOUNT / SALES EXECUTIVE required (full time)
COMMERCIAL ACCOUNT / SALES EXECUTIVE required (full time)
Key Responsibilities:
Suitable candidates will have strong customer services skills and the ability to develop new business while also servicing existing client portfolios. We will provide an exciting opportunity to develop our
Commercial Property schemes business and other Commercial Insurance internet based ventures.
Providing technical insurance advice for clients on a daily basis.
Key Requirements:
- At least 5 years commercial general insurance experience
- A proven track record in insurance broking and sales
- Excellent drive, ambition and attention to detail
- Extensive proven knowledge of the Commercial Insurance market
- Excellent prospecting, presentation and communication skills
- In depth knowledge of the Relay Work Centre and MS Office
- CIP qualified in Commercial General insurance and be CPD compliant to date
- Or have another recognized educational qualification in Insurance
Successful applicants will enjoy excellent working conditions in our modern offices and will receive an attractive remuneration package which will be commensurate with experience.
APPLICATIONS BY CV TO:
David Faughnan CIP
S.A. Faughnan (Brokers) Ltd.,
Ashtown Business Centre, Navan Road, Dublin 15
Tel: 824 55 55 Fax: 824 55 01
Email: david@safaughnan.ie
S.A. Faughnan (Brokers) Ltd. is regulated by the Central Bank of Ireland
Reply
12/04/2013 – ACCOUNTS ADMINISTRATOR required (part time)
ACCOUNTS ADMINISTRATOR required (part time)
To actively manage insurance company accounts, account reconciliation, report management, chasing outstanding client accounts, settling insurance company accounts, compiling reports for management. This is a part-time position.
Key Requirements:
- Minimum 10 years relevant experience,
- General knowledge of personal and commercial lines insurance,
- Must be enthusiastic, diligent and enjoy working as part of a team,
- In depth knowledge of the Relay Work Centre
Successful applicants will enjoy excellent working conditions in our modern offices and will receive an attractive remuneration package which will be commensurate with experience.
APPLICATIONS BY CV TO:
David Faughnan CIP
S.A. Faughnan (Brokers) Ltd.,
Ashtown Business Centre, Navan Road, Dublin 15
Tel: 824 55 55 Fax: 824 55 01
Email: david@safaughnan.ie
S.A. Faughnan (Brokers) Ltd. is regulated by the Central Bank of Ireland
Reply
09/04/2013 – Personal and Commercial Advisor
The role of Personal and Commercial Advisor will have responsibility for the day to day professional management and servicing of all aspects of client’s insurance portfolio.
The role will involve the following:-
• Generating sales of motor, home and commercial insurance policies
• Meeting targets for call activity, sales and service standards
• Lead capture – e.g. Motor and Home products
• To provide the best technical advice and service to Clients, utilising own knowledge that of colleagues as necessary
• Provide day to day client support and service with a prompt response to enquiries including invoicing, issue of cover notes, endorsements, mid-term adjustments and summaries within agreed timescale
• Develop and maintain a good working relationship with colleagues, Insurance Companies and their personnel
• Ensure that compliance procedures and policies are maintained and adhered to at all times
• Ensure cover placement in line with client instructions is delivered on time
The successful candidates will have the following attributes:-
• At least three years relevant insurance experience
• Fully Qualified CIP
• Excellent IT Skills
• Ability to work under pressure and meet tight deadlines
• Ability to maintain clear lines of communication with various internal and external stakeholders
• Accuracy with good attention to details and ability to check work of self
• Flexible and a strong team player
Applications should be made in writing to:-
Margaret Woodlock
Lyons Financial Services
Office 1
Dunboyne Business Park
Dunboyne
Co Meath
Email:- margarethr@lfs.ie
Roisin Lyons trading as Lyons Financial Services is regulated by the Central Bank of Ireland
Reply
09/04/2013 – FINANCIAL CONSULTANT
Lyons Financial Services provider of financial services for affinity groups with a strong focus on customer service have opportunities for Financial Consultants based throughout Ireland. We offer an excellent pay and bonus structure and the opportunity to work in an exciting, challenging and expanding and innovative company.
Skills and abilities essential for the role:-
• Be QFA qualified
• Have drive and ambition, ability and willingness to work in a highly motivated sales/customer focused environment
• Possess strong interpersonal skills
• Have the ability to work on own initiative and liaise with all levels of management in our customer based organisations
• A proven track record in financial services and customer liaisons
• Sales experience would be an distinct advantage
• Excellent PC skills and the ability to work with different technologies
• A full driving licence is required for this position
An excellent pay and bonus structure exists. Applications should be made in writing to:-
Margaret Woodlock
Lyons Financial Services
Office 1
Dunboyne Business Park
Dunboyne
Co Meath
Email:- margarethr@lfs.ie
Roisin Lyons trading as Lyons Financial Services is regulated by the Central Bank of Ireland
Reply
08/04/2013 – Experienced Financial Planning Manager
Murray & Spelman was founded in 1956 and has a well-established client base with offices in Galway & Kildare. This is an excellent opportunity for the right candidate to join one of Irelands most progressive and dynamic Insurance & Finance Brokerages, with great opportunity for career advancement and development.
We are currently looking to fill the following position in our Kildare Office:
Experienced Financial Planning Manager
The successful candidate must have excellent interpersonal skills and have the ambition to grow as part of a highly successful team.
• be able to demonstrate a proven track record in managing & developing client relationships
• have a strong knowledge of personal finance including pensions, life assurance, savings & investments, mortgages and taxation
• hold the QFA, or equivalent qualification with strong commitment to quality advice and high standards of compliance
Interested candidates should apply in writing enclosing your CV to Ms Kathryn Megahey, HR Manager, Murray & Spelman, Insurance & Finance, South Main St, Naas, Co. Kildare or to k.megahey@murrayspelman.ie.
Enquiries relating to this position can be forwarded to j.mckeogh@murrayspelman.
Murray & Spelman (Financial Services) Limited is an Equal Opportunities Employer.
Murray & Spelman (Financial Services) Limited is regulated by the Central Bank of Ireland.
Reply
26/03/2013 – PROPERTY SCHEMES EXECUTIVE (Full Time)
Key Responsibilities:
Suitable candidates will have strong customer services skills and the ability to develop new business while also servicing existing client portfolios and schemes. We will provide an exciting opportunity to develop our commercial property insurance schemes business and other commercial insurance ventures. Successful applicant will provide technical insurance advice for clients on a daily basis whilst simultaneously selling and administering new business to new and existing clients. Responsibility for scheme renewal policies with strong focus on retention.
Key Requirements:
- At least 5 years commercial general insurance experience
- A proven track record in commercial insurance handling and sales
- Excellent drive, ambition and attention to detail
- Highly organized, professional & articulate
- Extensive proven knowledge of the Commercial Insurance market & products
- Excellent prospecting, presentation and communication skills
- Proficiency in Microsoft Office Suite & Relay Workcentre an advantage
- CIP qualified in Commercial General insurance and be CPD compliant to date
- Or have another recognized educational qualification in Insurance
- Compliant with Fitness & Probity requirements
Successful applicants will enjoy excellent working conditions in our modern offices and will receive an attractive remuneration package which will be commensurate with experience.
APPLICATIONS BY CV TO:
David Faughnan CIP
S.A. Faughnan (Brokers) Ltd.,
Ashtown Business Centre, Navan Road, Dublin 15
Tel: 824 55 55 Fax: 824 55 01
Email: david@safaughnan.ie
S.A. Faughnan (Brokers) Ltd. is regulated by the Central Bank of Ireland
Reply
11/01/2013 – LIFE & PENSIONS ADMINISTRATOR - DUBLIN
As an expanding brokerage company, we are looking to recruit a Life, Pensions & Investments Administrator to manage new and existing business clients. We are seeking a talented team player looking to further their career in a progressive environment. The ideal candidate will be a fast learner, enthusiastic, meticulous and proactive, capable of using their own initiative while working on their own and who is also a team player.
Responsibilities:
• Processing and overseeing new business applications for investments, individual pensions, life & health protection and savings.
• Ability to service complex queries on new and existing business.
• Manage relationships with product providers, underwriters and their internal sales force.
• Provision of product recommendations to customers.
• Produce quotations and quotation surveys.
• Provision of comprehensive, quality customer service support to all of our private high net worth clients.
• Ensure all retail business is processed in an accurate, compliant and timely manner.
• Preparation of reports summarising monthly new business and existing business.
Requirements:
• Minimum of 3 years’ experience in financial services, dealing with life & pensions new business, ideally with a brokerage background.
• Confident with strong communication skills.
• Knowledge of life assurance, pension and investment products.
• Knowledge of Life office operations and procedures.
• Excellent administrative abilities and a keen eye for attention to detail.
• Good organiser with a proven ability to prioritise tasks and follow through on same.
• Good communication skills with a pleasant and efficient telephone manner.
• Excellent computer skills (ECDL preferred).
• QFA, or strong progression towards same.
Remuneration:
Salary: Circa €35,000 dependent on experience.
For further information please contact send your CV to info@onequote.ie or call 01 845 0049
Reply
10/01/2013 – FINANCIAL ADVISOR OR TRAINNEE QFA REQUIRED - DUBLIN
Dublin Broker, providing Life, Pensions, Investments, Mortgage and Home Insurance products.
The Job:
To convert provided & own sourced referrals to new business income.
Key Responsibilities:
• Achieve targets as set by manager
• Responsible for maintaining referral business internally
• Maintain relationship with staff & clients, including annual client reviews.
• Assist manager and support staff when required.
• Maintain high standard of customer care.
• Maintain professional and ethical standards at all times, complies with CPD requirements.
Key Requirements:
• Minimum 3 years’ experience in a financial services sales or sales support role.
• Ideally be QFA or equivalent
• Good knowledge of the Financial Services industry, Specifically Life Assurance, Mortgages, Home Insurance.
• Strong communication and sales skills.
• Strong customer service skills.
Remuneration:
• Basic Salary: dependent on experience and qualifications.
• Achievable year one on target earnings up to 70K
• Mileage and expenses.
For further information and a completely confidential discussion, please call: 01 845 0049 or send your CV to info@onequote.ie
Reply
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