Job Description
360 Search are recruiting on behalf of a respected and trusted Life & Pensions Brokerage based in Galway, seeking a dedicated and experienced Life & Pensions Client Services Manager to join the close-knit team. The successful candidate will manage client relationships, ensure seamless service delivery, and support the business in delivering top-tier financial advisory services. Key Responsibilities: Support the Senior Financial Advisor by managing the annual review process of existing clients and meeting ongoing regulatory requirements for existing clients. Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and retention. Prepare reports, presentations and advice for clients. Experience using cash flow planning software such as Voyant is an advantage. Contribute to process improvements. Support compliance requirements for the firm. Progress to managing high intent new enquiries for pensions and investments. Have an understanding of the impact of auto-enrolment for employers/employees and provide guidance on solutions available. Ensure all client documentation is accurate, compliant, and up to date. Suggest and implement ideas and development initiatives for business development and overall client-service and satisfaction. Ensure all activities are compliant with regulatory requirements and company policies. Stay updated on industry trends and regulatory changes affecting Life & Pensions products. Qualifications: Ideally hold over 3 years experience in either a client-facing or support role (or both) within the Life & Pensions industry. Full QFA (Qualified Financial Adviser) designation is required. Any additional industry qualifications will be highly regarded i.e. RPA, CFP. Strong knowledge of pensions and investments required. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously. Benefits: Competitive salary commensurate with experience. Performance-related bonuses. Continuous professional development opportunities. Supportive and collaborative work environment. Opportunities for career advancement within the company.