Careers

Role & Responsibilities

• Management of your own portfolio of Corporate Health Insurance Schemes including

• Preparing and presenting annual renewal reviews
• Supporting wider market reviews, where required
• Facilitating presentations & other member communication supports, where required.
• Keeping clients up to date on relevant market updates
• Providing ongoing administration support to both the client and their employees

• Supporting the wider Health Insurance Advisory Team on dealing with routine enquiries from client companies and scheme members.
• Working closely with the Health Insurance Advisory Team Managers on building relationships with insurers, keeping up to date with market changes, etc.
• Deliver a high level of customer service.
• Supporting team and management functions where necessary.

Education, Qualifications & Experience

• APA Qualified (or QFA with the relevant bridging exam to advice on health insurance) and maintaining CPD; or progression towards same.
• Must have a demonstrable interest in business.
• Ideally a minimum of 2 year’s relevant experience (with a Health Insurer or other relevant Financial Advisory firm/Life & Pensions Broker).

Skills & Attributes

• Experience in customer service facing role.
• Ability to work as part of a team and have ability to organise their own workload.
• Good communication & interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
• Microsoft Word, Excel & Outlook (Intermediate level).
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail.

Ideal candidates will have 2+ years’ preferably within Financial Services Industry or Life & Pensions Broker.

Key responsibilities will include:

• Administration and management of a portfolio of corporate client Insured Schemes.
• Ensuring all aspects of the day-to-day admin of each scheme are completed in an accurate and timely manner.
• Dealing with enquiries from client companies and scheme members.
• Liaising with Consultants and Client Managers to ensure that all aspects of the client file are compliant.
• Completion of group pension and risk renewals and accounts in appointed portfolios.
• Ensure all statutory disclosure requirements are met in a timely manner on the issue of Member Benefit Statements, Trustee Annual Report and the settlement of all scheme benefits.
• Ensuring group risk rate reviews/risk broking reports are completed, implemented and reported to key client contacts.
• Efficient administration of group pension and risk claims - death and disability.

The ideal candidates will have the following skills and qualifications:

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills.
• Ability to manage own workload while prioritizing effectively and efficiently.
• Excellent verbal & written communication skills.
• Microsoft Word, Excel & Outlook (Intermediate level).
• Ability to work independently and as part of a team.
• Demonstrate a high degree of energy, enthusiasm, and flexibility with ability to adapt well to change.
• Successful candidates are likely to be confident problem solvers with a good work ethic and a keen focus on attention to detail and quality.

Ideal candidates will have 2+ years’ Defined Contribution Pension Scheme portfolio administration experience.

Key responsibilities will include:

• Administration and management of a portfolio of corporate client Defined Contribution Schemes.
• Ensuring that all aspects of the day-to-day admin of each scheme are completed in an accurate and timely manner.
• Preparation on an annual basis of benefit statements and trustee reports.
• Meeting all statutory deadlines and disclosure requirements on all documentation issued.
• Dealing with enquiries from client companies and scheme members.

The ideal candidates will have the following skills and qualifications:

• Ability to complete tasks to a high standard and deliver work in an orderly fashion to meet and exceed where possible all deadlines and client/trustee requirements.
• Keen attention to detail.
• Strong and effective communication skills with the ability to be a positive influence in the overall administration group.
• A team player with good interpersonal skills who is willing to impart knowledge and develop knowledge and skills within their team.
• Ability to act on own initiative and manage own workload to ensure all SLA’s adhered or exceeded, all deadlines are met, and resolutions found for all complex issues.
• A very good understanding of the relevant underlying Pensions legislation and regulatory environment.

The following opportunity has arisen within our Corporate Full Service Team in Dublin based in our Sandyford office 5 days per week.

The ideal candidates will have the following skills and qualifications:

• BA – preferably business related.
• Must have 1-2 years’ relevant experience (Financial Advisory firm/Life & Pensions Broker).
• Microsoft Word, Excel and Outlook (Intermediate).
• Must have a demonstrable interest in business and finance.
• Ability to prioritise own workload.
• Good oral and written communication skills.
• Ability to work as part of a team.
• Flexible and enthusiastic.
• Numeracy and excellent organisation skills are essential for this position.
• The successful candidates are likely to be confident multi-taskers with a good work ethic and keen attention to detail.

Key responsibilities will include:

• Client portfolio administration. This includes pre & post retirement pension structures, protection benefits & investment portfolios.
• Liaising with clients regarding administration queries on their portfolio.
• Liaising with advisors to ensure that all aspects of the client file are compliant.

The Role:

• Work within a team responsible for the preparation of the Annual Reports for Pension Schemes.
• Accurately produce Scheme Annual Reports for Pension Schemes in accordance with Statements of Recommended Practice for Pension Schemes and the requirements of the Occupational Pension Schemes (Disclosure of Information) Regulations 2006 (as amended).
• Responsible for all work assigned through to final sign-off by auditors.
• Liaising with internal pension administrators/client services managers/actuaries/legal as part of the preparation of accounts process.
• Liaising with external auditors in order to facilitate an efficient audit of the Pension Scheme and responding to all audit queries on a timely basis.
• Reporting directly to the Manager Pension Fund Accounts.

The Qualifications:

• Qualified accountant (ACA or ACCA) with experience and knowledge of pension scheme accounting and financial reporting.
• Detail orientated and strong work organisational skills.
• Demonstrated ability to work on multiple tasks and prioritise appropriately.
• Strive to deliver high quality work and ability to meet deadlines with a strong sense of ownership.
• Readiness to display self-directed initiative.
• Strong MS Word and Excel skills.

Key Responsibilities:

• Relationship management of a portfolio of corporate clients.
• Ensuring effective and compliant governance structure across the portfolio.
• Handling of queries from client companies, trustees, scheme members and other scheme contacts (eg. Accountants, Investment Managers etc).
• Preparation for and presentation at client, trustee and member meetings.
• Scheme design and restructuring exercises and implementation of agreed changes, benefits, etc.
• Developing and implementing retirement and member engagement programmes.
• Leading a multi-disciplined team in delivering services to clients.

Skills and Qualifications:

• A minimum of 5 years’ experience in a similar role.
• Client / Portfolio Management experience.
• Excellent organisational skills and ability to work on own initiative.
• Keen attention to detail and excellent presentation and interpersonal skills.
• Be a strong team player.
• A good understanding of the relevant underlying Pensions legislation and regulatory environment.
• Hold QFA or IIPM qualifications
• Hold a full & clean Driving Licence.

Personal Qualities:

• Demonstrate ability to consistently deliver to a very high standard.
• A high degree of energy, enthusiasm, and flexibility with ability to adapt well to change.
• Proven ability to lead by example and demonstrates leadership qualities.
• Plans and shares action plans for the team, correctly identifying priorities, capabilities, and resources.