Life and Pension Manager - Completions Unit

Life Completions Manager

Our client is one of Ireland's leading mortgage and financial advisory firms. Established over 30 years ago, they specialize in providing expert advice on mortgages, financial planning, and insurance products. The firm is known for offering personalized, comprehensive services that cater to both first-time homebuyers and experienced property investors.

They operate with a client-focused approach, striving to simplify the often complex process of securing a mortgage. They work with a wide range of lenders, enabling them to find the most suitable and cost-effective mortgage solutions tailored to each client's unique circumstances. Beyond mortgages, they also offer advice on life insurance, income protection, and other financial products, ensuring that clients receive a holistic approach to their financial needs.

The company's success is largely attributed to its emphasis on building long-term relationships with clients, many of whom come through referrals from satisfied customers. their reputation is built on its dedication to delivering high-quality service, trusted advice, and a commitment to helping clients achieve their financial goals.

Role Objective: Lead the day-to-day operations of the Life Completions unit, overseeing both new and pipeline business. This role is essential to meeting organizational goals in Life & Pensions.

Key Responsibilities:

• Oversee the Life & Pensions unit, managing business pipelines and supporting pre-sale functions.
• Train and guide new and existing staff members, implementing protocols and controls to ensure compliance.
• Collaborate with the Completions Manager to meet life targets and manage team activities daily.
• Maintain case management for a portion of the business pipeline and liaise with third-party firms.
• Provide leadership updates on the Life Completions team, ensuring processes meet compliance standards.
• Prioritize client interests, liaising with clients, providers, and other relevant parties throughout the process.
• Resolve client queries and maintain high service standards across all client groups.
• Work with compliance to ensure all business handled aligns with regulatory standards and protocols.
• Process new business via industry online systems, keeping internal systems updated.
  
  

Qualifications and Skills:

• Knowledgeable in Financial Services with relevant qualifications (QFA or equivalent preferred).
• Strong communication, interpersonal, and organizational skills.
• Ability to work independently and as part of a team under pressure.
• Professionalism, diplomacy, and dedication to exceptional customer service.
  
  
  

OK, I am interested. What is next?

To apply for the role, please share your CV. If you want to explore further, please contact us at Engage People.

About Engage People

Engage People is a specialist Irish recruitment firm, connecting ambitious career-orientated candidates and clients. We have deep expertise across three niche strands:

• Accountancy & Financial across Commercial Organisations & Professional Services
• Banking, International Financial Services & Insurance Sector
• Technology