Senior Support - Life and Pensions at Grant Thornton - Americas

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Life and Pensions Knowledge, Client Relationship Management, New Business Processing, Compliance Adherence, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Project Management, Written Communication, Verbal Communication, Pipeline Management, Financial Advice Support

Industry

Professional Services

Description

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 #LI-KS1 We are Grant Thornton Grant Thornton Ireland is rapidly approaching 3,000 people, in 9 offices across Ireland, Isle of Man, Gibraltar and Bermuda. With a presence in over 149 countries around the world and a global network of 73,000 people, we bring our clients the local knowledge, national expertise and global presence to help them succeed – wherever they’re located. At GT, we work as trusted advisors, bringing local knowledge and national expertise, with a global presence, to help businesses succeed – wherever they are located. We make business more personal by investing in building relationships and empowering our clients to make the right decisions for their organisation now and for the future. Whether that is working with the public sector to build thriving communities, with regulators and financial institutions to build trust, or with a diverse range of businesses to help them achieve their goals, Grant Thornton Ireland work hard to support clients to act on the issues that matter. At GT Ireland we don’t just predict your future, we build it. A Career at GT Looking for a more fulfilling role in professional services? One where fresh thinking, collaboration and diversity are valued? At Grant Thornton we do things differently. What does this mean for you? A career in a more inclusive working environment, a more collaborative work culture, a more supported, flexible working role, more possibilities to grow and more opportunities to help shape the future for your clients. We respect and value your experience. And we want you to bring your authentic self to work and be at your best. It is how it should be. Grow with us At Grant Thornton, we care about our people and work hard to make you feel valued. If you are looking to deepen and develop your skills, knowledge, and experience throughout your career, then that is what you will get, and more. Our Benefits Please follow this link [https://www.grantthornton.ie/careers/benefits/#faq_5953339_3] for information on our generous benefits package. Equity, diversity and inclusion 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.

Responsibilities

Provide comprehensive support to advisors and high net worth clients throughout the new business lifecycle and ongoing management. Responsibilities include processing documentation, liaising with providers, and ensuring compliance with Central Bank of Ireland requirements.