PPS Financial Planning are HIRING!

PPS Financial Planning are looking for a Senior Life & Pensions Manager to join their team

You will be responsible for the day-to-day administration management and support function and involved in business development. 

Skills & Knowledge

Manage the processing of new business applications in Pension, Investments, and Protection products, dealing directly with the relevant insurers to ensure these are processed in an accurate and timely manner.

Discussing client objectives with the relevant Financial Planner, identifying, and obtaining necessary client information to prepare the necessary suitability checks.

Work closely with the Financial Advisory team, providing a partnership approach in serving clients.

Strong knowledge of the Financial Services industry and related products and services. 

Strong Pension Technical Knowledge.

Strong Microsoft (Excel/Word etc.) skills.

5 years plus experience.

Experience with modern financial planning software.

Strong technical knowledge including a solid understanding of the various products, services and strategies available to financial planners including legislative and tax implications.

Successful candidates are likely to be confident problem solvers with a good work ethic and a keen focus on attention to detail and quality.

QFA qualified.

RPA and or CFP (not essential but will be a distinct advantage).

CPD records fully up to date.

Flexible working hours and a very competitive package for the right candidate.

Part-time and Full Times roles available

To apply, please send your cv to info@ppfinancial.ie

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