Our client, a well-established and highly regarded financial advisory firm, is seeking an experienced Client Service Executive to join their growing team.
This role is central to providing comprehensive administrative and client support to Financial Planners and their clients. The successful candidate will oversee the full lifecycle of life, pension and investment cases - from initial setup and onboarding through to ongoing servicing and compliance oversight.
We're looking for someone who is organised, proactive and detail-focused, with excellent communication skills and a strong commitment to delivering a high standard of client service. While training and ongoing support will be provided, prior experience in life, pensions and investment administration is essential.
What you need:
- Demonstrable experience in life, pensions and investment administration within a financial services environment
- A solid understanding of financial products, compliance requirements and regulatory frameworks (including AML and CPC)
- A minimum APA (Life & Pensions) qualification, with active progression towards QFA (full QFA or broader financial knowledge is advantageous)
- Strong organisational ability with a high level of accuracy and attention to detail
- Proficiency in Microsoft Office (Word and Excel) and CRM/data systems; familiarity with BIS and provider platforms such as Zurich, Irish Life, Aviva or New Ireland is beneficial
- Excellent written and verbal communication skills, with confidence in dealing with both clients and colleagues
- The ability to work independently while also contributing positively within a team setting
Responsibilities:
- Managing new business applications from preparation through to policy completion
- Processing Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately and efficiently
- Coordinating client onboarding, including AML checks and full compliance documentation
- Producing client reports, policy summaries, and supporting documentation for advisors
- Handling policy servicing tasks such as fund switches, additional contributions, premium adjustments and cancellations
- Administering claims related to retirement, death, and serious illness cases
- Maintaining accurate and up-to-date client records across CRM systems, BIS, and provider platforms
- Responding to client and provider queries in a timely and professional manner across phone, email, and face-to-face interactions
- Working collaboratively with advisors and team members to streamline processes and enhance service delivery
- Providing general administrative assistance to support the wider team
- Ensuring all work complies with relevant regulatory standards and internal procedures
Competitive package on offer.
