Life & Pensions Manager

About Xeinadin

Founded in 2019 through the collaboration of top business advisory and accountancy firms across the UK and Ireland, Xeinadin aims to redefine the future of accountancy by delivering trusted, localized business guidance to SMEs. With over 3000 colleagues working closely across regional offices, our collective expertise drives our ongoing development and success.

Role Overview

We are expanding our Financial Services division and seek a Life & Pensions Manager to join our Galway office. This role involves advising a varied SME client portfolio throughout Galway and beyond, contributing to the growth and strategic development of Xeinadin's Financial Services offerings throughout Ireland.

Key Responsibilities

• Deliver professional advice on life assurance, retirement planning, and pension products to a regional client base.
• Maintain compliance with Irish regulations such as the Central Bank of Ireland's Consumer Protection Code.
• Manage client portfolios through regular reviews, renewals, and retention planning.
• Formulate and execute regional strategies to expand the Life & Pensions business.
• Build and sustain partnerships with insurers, pension administrators, and product providers.
• Stay informed on industry developments, regulatory changes, and product innovations to guide clients effectively.
• Address complex client situations and escalations while ensuring compliance standards are met.

Candidate Requirements

• Possession of a Qualified Financial Advisor (QFA) certification.
• Commercially astute with a clear understanding of client needs and industry standards.
• Proven client-facing experience and familiarity with pension schemes.
• Excellent interpersonal skills, capable of fostering strong relations with clients and colleagues alike.

Employment Details

This is a permanent, office-based role located in Galway, Ireland.

Compensation and Benefits

• Competitive salary package.
• Employer pension contributions starting at 3%, increasing to 3.5% from January 2024, alongside a 5% employee contribution.
• 25 days annual leave plus bank holidays, with additional leave based on seniority from January 2024.
• Option to purchase up to 5 extra annual leave days (max 30 days total) starting January 2024.
• Christmas business closure.
• Life Assurance covering four times annual salary from January 2024, with enhanced insurance benefits for senior personnel.
• Improved family leave policies and company sick pay benefits.
• Access to a 24/7 Employee Assistance Programme offering confidential support.
• Corporate discount programs.
• From January 2024, access to a Flexible Benefits platform allowing opt-in insurances such as Critical Illness Cover, Cash Plan, Cycle to Work, Eye Care, Dental, and Salary Sacrifice schemes (subject to exceptions and business requirements).