Working exclusively with Axiom Consultants, our client was founded in 2008. Since then, the company has grown to become one of Ireland’s leading financial advisory firms providing financial planning advice to private individuals, domestic businesses and a range of multinational corporations including many from the tech industry. Their clients are employers, employees, self-employed business owners and private individuals.

The Role:

An opportunity has arisen for a Client Relationship Executive to join the team of professionals on a permanent full-time basis. The varied role will be based around client management of employee benefit schemes and may involve client management of our private clients.

Responsibilities:

Management of their corporate client employee benefits schemes (group pension, death-in-service & long-term disability plans, medical, dental) which includes (but is not limited to):

• Administering the employee benefits mailbox
• Processing new business applications
• Processing annual renewals – market quotes and comparisons, recommendations, meeting with employers
• Regular operations discussions / meetings with employers
• Winding up existing schemes

Provide a professional advisory service to employers and employees which includes (but is not limited to):

• Onboarding new members to the employee benefit schemes
• Arranging pension transfers
• Claims for all schemes i.e., retirement and insurance

Administration of their private clients which includes (but is not limited to):

• Setting up new individual pensions, protection, investment and savings plans
• Client reviews
• Support during claims
• Encashments
• Transfers
• Administering the private benefits mailbox.

Develop and manage relationships with insurance providers, clients and colleagues.

Ensure all new business is conducted in line with current regulatory rules and codes and conduct.

Use the client relationship management system during all administrative tasks.

Skills, experience & attributes which are essential to this role:

A minimum of 2 years’ experience working in a financial advisor / broker firm or life company.

• QFA qualification or working towards with at least an APA.
• Knowledge of life office operations and procedures.
• Ability to work as part of a team and on own initiative.
• Ability to prioritise tasks and see through to completion.
• Ability to work under pressure in a dynamic office environment.
• Interpersonal skills to include excellent written and verbal communication.
• A strong attention to detail.
• Proficient in Microsoft Office packages.
• Knowledge of financial services products i.e., pensions, protection products, investments, savings and deposits.

Further skills which would offer a distinct advantage:

Collaborating with corporate employee benefit plans (death, disability, medical, dental & pension).

Working knowledge of Money Advice CRM system.

• The successful candidate will be given an excellent opportunity to gain experience from our experienced team and further their career in a trusting and encouraging environment as well as a generous employee benefits package including:
• Base salary plus annual performance related bonus
• Death & disability cover from day one of employment
• Optional pension with matching employer contribution, following probationary period
• Flexible working options
• Employee Assistance Programme
• Exam support and professional body membership fees