Life & Pensions Manager

Company Description

Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth.

It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices, comprising over 3,500 colleagues, operate collaboratively, combining collective expertise to maximise potential.

Description

Xeinadin continues to expand its Financial Services offering with an exciting new opportunity for a Life & Pensions Manager to join our Cavan team. The successful candidate will work with a diverse SME portfolio, advising a range of key clients, while also working with the ROI on wider strategies to develop the Xeinadin-wide Financial Services offering.

Key Responsibilities

• Provide expert advice on life assurance, retirement planning, and pension products to clients across Cavan and a wider regional portfolio.
• Ensure compliance with Irish regulatory requirements, including the Central Bank of Ireland Consumer Protection Code.
• Oversee client portfolio management, including reviews, renewals, and retention strategies.
• Develop and implement business strategies to grow the Life & Pensions offering regionally.
• Manage relationships with product providers, insurers, and pension administrators.
• Monitor industry trends, legislative changes, and product developments, and advise clients accordingly.
• Handle complex client cases and escalations in line with compliance requirements.

Key Requirements

• QFA qualified (or working towards qualification).
• Minimum of 5+ years' experience in life assurance and pensions within the Irish market.
• Strong knowledge of pension structures, including PRSAs and occupational pensions.
• In-depth understanding of Irish financial regulations and compliance frameworks.

Additional Requirements

• Commercially aware, with a keen understanding of client requirements and industry best practices.
• Strong interpersonal skills with the ability to build relationships and communicate effectively with both clients and team members.
• Proactive, decisive, and adaptable to changing client needs and work environments.
• Ambitious, with a resilient mindset and a drive for continuous improvement.

Model

• Office Based

Salary

• Competitive

Benefits

• Company Pension Scheme
• 25 days of annual leave plus bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave, reaching a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance of 4x annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform

Flexible Benefits Platform

Employees can opt in to various insurance and benefit options (depending on seniority and self-funded at corporate rates), including:

• Critical Illness Cover
• Cash Plan
• Cycle to Work Scheme
• Eye Care
• Dental Cover

*Subject to exceptions and business needs.