by Terence O'Hara | Apr 3, 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 1, 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 1, 2025
An exciting new opportunity for an experienced Customer Service Rep to join a well-known insurance brand in Dublin 16
- Permanent
- Salary €35,000 – €40,000 DOE and Qualifications
- Very flexible hybrid working available after training.
- Excellent benefits package
- Study support, paid exams & paid Insurance membership
Task & Duties
- Ability to work in all sections of personal lines, including Renewals, Processing mid-term adjustments, after sales customer enquiries.
- Building rapport with customers
- Retaining the existing business and working towards renewal retention targets
- Ensuring all data is kept up to date on applied relay systems.
- Dealing with all customer requests in an efficient manner
- Providing an elevated level of customer service
- Ability to process administrative duties with an elevated level of accuracy and diligence.
Experience and Qualifications
- Excellent organisational skills and the ability to prioritise and manage their daily tasks.
- Ability to work on own initiative and as part of a team.
- Ability to work within a demanding environment.
- Applied system (Relay) knowledge an advantage.
- Clear & proficient communication and negotiation skills
- Be motivated and have a positive outlook.
by Terence O'Hara | Mar 26, 2025
New opportunity for a Personal Lines Insurance Executive to join a well-known leading insurance brand in Tullamore/ Birr.
This is a permanent position with a salary of €34,000 on offer with an excellent commission structure in place for additional earnings.
There are also excellent benefits and opportunities for growth and development.
The Job:
Sales and Activity Management:
- Work with team manager on call flows and volumes of calls.
- Dealing with web and queries from clients and close out sales across a suite of products.
- Coach customers through the sales process, providing benefits and covers
- Outbound to potential customers to advise of products and covers available and close out sale.
- Work on specific campaigns with the team manager on driving additional sales
- Customer Relationship Management:
- Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with queries, quotes etc.
Customer Service:
- Portray a professional image to meet or exceed customer service standards
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration:
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets Compliance:
- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements:
- Preferable to have a strong sales or customer service background
- At least 1 years relevant Insurance experience
- Compliant with the Central Bank Minimum Competency Requirements – APA (Personal General Insurance) as a minimum requirement with a willingness to progress to further educational qualifications as required.
- An enthusiastic and flexible approach
- The ability to work in a fast paced, constantly evolving environment.
- Strong IT skills. Relay/Applied knowledge an advantage
Person Specification:
- Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
- The ability to prioritize workloads and adapt to unforeseen events
- A good degree of personal organization and a structured approach to time and resource management
- Commitment to their own professional development
- Sales Driven, enjoys fast paced sales activity.
- Customer focused, working always with the customer first approach in line with the companies culture
- Demonstrate strong Product & Technical Knowledge with willingness to become a product expert
by Nathaniel O'Reilly | Mar 24, 2025
The Finance Manager will play a critical role in delivering professional financial analysis,
advice, and guidance to racecourse management teams. Working collaboratively with the
wider finance team, the Finance Manager will support key decision-making, ensuring
financial insight, value creation, and robust financial assurance across operations.
This hands-on role requires strong financial expertise and the ability to influence and
challenge stakeholders effectively.
The Finance Manager will be responsible for driving
performance, supporting strategic initiatives, and delivering clear financial insight to
management teams across different regions.
Key Responsibilities:
- Partner with management to support strategic and commercial decision-making.
- Provide expert financial analysis, forecasting, and reporting to drive performance and efficiency.
- Lead monthly financial reviews, KPIs, and Profit & Loss reporting for senior leadership and CFO.
- Oversee annual budget planning, multi-year forecasts, and preparation of materials for CEO approval.
- Monitor financial performance, identify risks, and deliver value-for-money recommendations.
- Support capital project proposals and grant applications.
- Manage balance sheet reporting, trial balance reconciliations, and audit requirements.
- Ensure compliance with governance, statutory, and tax obligations.
- Drive continuous improvement initiatives and support system implementations.
- Build strong relationships with stakeholders across finance and operations.
Skills & Experience:
- Fully qualified accountant (ACA, ACCA, CIMA, CPA) with 3-5 years post-qualification experience.
- Strong financial modelling, analytical, and problem-solving skills.
- Commercially aware with a proactive, solutions-focused approach.
- Advanced Excel skills; knowledge of SUN system preferred but not essential.
- Excellent communication and interpersonal skills with the ability to influence at all levels.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Strong organisational skills, attention to detail, and a high level of accuracy.
Core Competencies:
- Customer Focus: Builds strong relationships and delivers high-quality financial support to stakeholders.
- Accountability & Leadership: Takes ownership of tasks, drives performance, and sets high standards.
- Commercial Insight: Understands business drivers, adds value through financial analysis and challenge.
- Collaboration: Works effectively across teams, shares knowledge, and contributes to group success.
- Continuous Improvement: Seeks opportunities to improve processes and efficiency.
