by Terence O'Hara | Apr 28, 2025
Insurance Advisor
An opening on the Personal Lines has just become available for an Insurance Advisor with a well-known insurance broker in Swords, Dublin. The Insurance advisor will be a permanent member of the team with a salary of up to €40,000 DOE. This is a hybrid role with flexible working available also and parking on site. The company also provides a pension and other great benefits.
As a Personal Lines Insurance Advisor, you will manage a portfolio of clients, providing expert guidance on renewals, adjustments, claims, and new business. This dynamic role offers the chance to deliver exceptional service in a fast-paced environment.
What the Insurance Advisor will do:
- Client Retention: Prepare and issue renewal documents, following up to secure policy renewals for the Personal Lines
- Sales & Service: Offer quotes for motor, home, marine, and travel insurance, manage policy changes, and oversee timely premium collection.
- Target Fulfilment: Achieve goals for renewals and new business while identifying opportunities to cross-sell additional products.
- Portfolio Oversight: Manage your client portfolio with a focus on providing exceptional service and fostering strong relationships.
- Regulatory Compliance: Ensure all activities align with Central Bank regulations and company policies.
The skills and Qualifications of the Insurance Advisor
- Minimum 2 years’ experience in Personal Lines insurance.
- Strong knowledge of the Personal Lines market.
- Superior organisational and problem-solving skills with keen attention to detail.
- APA Personal, CIP, or Grandfathered and fully CPD compliant.
- Proficiency in Relay is a distinct advantage.
- Excellent communication skills and a client-centric approach.
- Ability to work both independently and as part of a team.
by Terence O'Hara | Apr 28, 2025
An excellent new opportunity has just opened up for a Senior Life & Pensions Administrator for a growing insurance broker based in Dundrum, D.16. This is a hybrid role with parking on site. There is a salary range of €45,000 – €55,000 with bonus, pension, and other great benefits available.
What the Life & Pensions Administrator will do:
- The Life & Pensions Administrator will administer and manage a portfolio of corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
- Provide a high standard of administrative support to the management team on life and pension products.
- Prepare client meeting documentation to support Consultants, Line Manager and Director on a daily basis.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director on a daily basis.
- The Life & Pensions Administrator manage the processing of new business applications in Pension, Investments and Life assurance and deal directly with the life companies to ensure these are processed in an accurate and timely manner.
- Communicate with clients over phone and email keeping them updated on the progress of their applications.
- The Life & Pensions Administrator will work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
- Work on ad-hoc business development projects as required
- Fulfil all compliance obligations on new business cases (e.g. preparation of client recommendations and associated compliance paperwork in line with Central Bank requirements).
The skills and Qualifications required for the Life & Pensions Administrator.
- QFA (essential) or close to completing, RPA (desirable), AIIPM (desirable)
- two to five years’ experience (at least 18 months working in brokerage)
- Willingness to develop technical knowledge and skills and desire to undertake appropriate study
by Terence O'Hara | Apr 16, 2025
Excellent opportunity for a Financial Advisor to join a growing Financial Services business in Dundrum. There is a salary of up to €80,000 DOE with excellent benefits also. This is a hybrid role with parking on site.
Duties of the Financial Advisor
- Management and maintenance of database and development of pipeline
- Manage and build relationships with an existing client base
- Grow and develop the existing client base through lead generation, referrals and sourcing of new clients
- Conduct regular financial reviews with clients
- Analyse clients’ financial goals and recommend appropriate life insurance and pension products. Provide detailed information to clients about product features, benefits and risks.
- Identify and pursue new business opportunities to expand the client base. Achieve agreed annual sales targets. Record all activity on the internal reporting tools and remain disciplined to the sales process.
- Networking – internally with other business units, within the sector, and with external specialists
- Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the company
- Maintain up to date client records and ensure high standard of client files on the dedicated CRM system, BIS
- Adherence to the company values and a commitment to maintaining and developing the brand integrity at all times
Experience & Qualifications required for the Financial Advisor
- Bachelor’s degree in business, finance, or a related field (desirable)
- Industry Specific Qualifications: QFA (essential), RPA (desirable), AIIPM (desirable), CFP (desirable)
- Technical knowledge of all financial products in the marketplace
- Minimum of 5-7 year‘s sales experience within the Life and Pensions industry, preferably in a broker environment
- Proven track record of working to and achieving annual sales targets
- Good understanding of relevant regulatory requirements
- Strong interpersonal skills with the ability to build and maintain solid client relationships
- Strong self-awareness and self-presentation
- Professional demeanour
- Proficient IT skills with working knowledge of Microsoft Excel and Word
- Work well under pressure and as part of a financial planning team
- Full driving license and personal vehicle
- Compliant with CPD requirements
by Terence O'Hara | Apr 15, 2025
Excellent new opportunity for an Office Administrator to join an office-based role located in D.9. The salary on offer is from €30,000 – €35,000 DOE. This is a permanent position with parking on site, a pension and bonus.
The tasks and duties for the Office Administrator:
- Raise and manage purchase orders in Sage for stock, customer, and internal business needs.
- Ensure accurate and up-to-date pricing, supplier info, and product data in the Sage system.
- Follow up with suppliers for order confirmations and delivery dates and communicate updates to relevant teams.
- Monitor and manage stock levels to meet production and customer demand.
- Collaborate closely with Sales, Production, Logistics, Stores, and Accounts to ensure smooth supply chain operations.
- Support strategic purchasing, especially for seasonal products, through demand planning and historical analysis.
- Liaise with key departments for purchasing of Capital Projects and Production hardware.
- Negotiate pricing and work with Quality/Sourcing to improve supplier performance.
- Maintain supplier engagement, attend sourcing meetings, and provide feedback on any supply chain issues.
- Help manage intercompany deliveries and ensure timely communication with the Sales and Logistics teams.
- Participate in monthly stock takes and ensure goods receipting is accurately reflected in Sage.
- Manage PO-related communications and ensure all documentation is properly closed out.
- Support new product setup and ensure correct categorization and pricing.
- Coordinate holiday cover with internal teams to maintain seamless purchasing operations.
Experience and Skills required for an Office Administrator:
- Experience in purchasing, procurement, or supply chain coordination.
- Strong system skills, preferably with Sage.
- A proactive mindset, strong communication skills, and the ability to multitask across departments.
by Nathaniel O'Reilly | Apr 11, 2025
As a Operations Store Manager, you will be part of inspiring, coaching and developing your team to enjoy and excel in their roles.
Our purpose as a Retail Team is to deliver sales through an exceptional experience coupled with exceptional service. We focus on offering world-class assistance on an incredibly diverse product range and relish in the fact that our offering is often exclusive.
This is why we invest in our teams as we want everyone to enjoy their job and the benefits of working within our company so they keep exceeding the expectations of our customers and champion those who go the extra mile to ensure the highest standards of presentation, behaviour and environment on the shop floor.
As a Operations Store Manager, you will possess a real passion for retail and the flexibility to handle the details of daily operations along with more complex, systems-based protocols that demand strict adherence to regulation.
You’ll not only manage the workflow of our team members, but also interact with customers as the face of our company. The most successful Managers will be passionate about quality control and continuous customer satisfaction, achieved through effective employee training and implementation of company policy.
Skills and Qualifications
- A minimum of 5 years’ experience managing teams of 10 or more people.
- Confident leader who can motivate and challenge others to deliver excellence.
- Strong commercial acumen.
- Proven track record in driving operational standards across the team.
- Previous experience of rota planning and yearly projected requirements of same.
- Possess an excellent track record of Team Building and Leadership.
- Ability to deliver World Class Customer Service on a daily basis throughout your team.
- Ability to make independent decisions in a busy environment where the customer is at the heart of every decision.
- Experience of working with Planograms, in both understanding and creating.
- Excellent communication, interpersonal, and leadership skills with the ability to communicate effectively across all departments.
- Detail-oriented, well organised and able to adhere to deadlines.
- Experience with customer service and conflict resolution.
- Proven success in working with all levels of management.
- Ability to motivate people on your team and develop members within your team.
Responsibilities of the Role
- Champion our company culture and values as an Ambassador of the company.
- Exceed customer expectations by delivering exceptional service throughout your team.
- Promote compliance within your team to adhere to company policies and procedures.
- Lead a motivated and engaged team ensuring all tools and training are available to them to ensure their success.
- Control and analyse sale performance across each category.
- Serve as a conduit of communication between team members and senior management.
- Implement established business strategy, assigning roles and tasks to dedicated team members based on strengths and abilities.
- Monitor and manage business operational plan including stock management, budgets, and profit and loss.
- Meet and exceed organisational goals with optimum use of workforce and resource allocation.
- Ensure compliance with Health & Safety and legal policies and procedures including HACCP protocols.
- Must place the needs of the team ahead of individual needs.
