🚀 Fast-Track Your Career in Financial Services!
Client Services Executive (Life & Pensions) | Dublin City Centre
Is your current role slowing down just as you're ready to speed up?
Morgan McKinley are working with a national Financial Advisory firm. They are going through an exciting growth phase, and we are looking for ambitious, experienced Client Services Executives to support their team in Dublin 2.
We aren't just looking for an administrator; we are looking for future Advisors and Department Heads. Several Heads of Department started out in this precise role, and we are looking for ambitious individuals who want to recreate this trajectory.
The Role
You will play a vital role in supporting the Financial Planners, managing the client journey from "Hello" to policy issuance and claims. This is a fast-paced environment where you will:
- Manage New Business, LOAs, and Transfers of Agency.
- Handle client onboarding and compliance (AML/CPC).
- Administer claims (Death, Serious Illness, Retirement).
- Utilise industry systems (BIS, CRM) and Life Company Portals (Zurich, Irish Life, Aviva, etc.).
Who We Need
We are looking for someone ready to hit the ground running. As the client is in a period of high growth, we need experience on the board from Day 1.
- Experience: 2+ years in a Brokerage environment is strongly preferred. We will consider Banking candidates with strong QFA knowledge, but you must understand the broker process.
- Qualifications: APA (Life & Pensions) is essential. Full QFA is a distinct advantage.
- Attitude: Proactive, organized, and client-focused.
Why Apply?
The client strongly believes in rewarding hard work and supporting your ambition.
- Salary: c.€40,000 DOE (Reviewable based on experience level).
- Career Path: Clear progression from CSE to Advisor to Head of Dept.
- Benefits:
- Pension (5% Matched).
- Death in Service (4x Salary).
- 21 Days Annual Leave + 1 Company Day.
- Culture & Perks: Full exam support (APA/QFA), Social Club, office lunches/coffee, and a supportive team environment.
The Logistics
- 📍 Location: Dublin 2 (Office-based).
- ⏰ Hours: Monday to Friday, 9:15 am - 5:15 pm.
Ready to grow? If you have the experience and the drive, we want to meet you.
👉 Apply Now with your CV.
