Client Executive

Description:

The vacancy for a client executive position is in our office in Sandyford and the role will involve supporting the sales and management team. As part of this role, the opportunity to work towards a professional qualification & a level 8 degree through the LIA & ATU Life Apprenticeship Program is encouraged.

The apprenticeship

This is a three-year programme that provides exposure to all aspects of our business, allowing you to develop technical expertise as well as professional skills. In addition to gaining on the job practical experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice awarded by ATU Sligo.

Duties will include, but not limited to:

· Drafting and developing financial plans in conjunction with our planners.

· Using our internal financial planning software and other applications to support financial plans.

· Processing and implementing products across pensions, investment, life & mortgage applications.

· Providing a structured and reliable client support