We are currently working with a leading Wealth Management firm who are looking to hire a Pensions Technical Lead to join their team in Dublin. This role will sit within a wider Financial Planning team and the ideal candidate will have a highly analytical pensions background.
Responsibilities of this Pensions Technical Lead Job:
- Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders
- Work with the Financial Planning Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension tax protection and investment disciplines
- Develop a deep understanding of the firms pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities
- Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firms pension and financial planning proposition in the marketplace.
Requirements of this Pensions Technical Lead Job:
- QFA qualification
- Degree or Masters level qualification in a business related discipline
- Minimum of 5 years experience in a pensions technical/retirement advice related role
- Strong organisational skills including the ability to manage conflicting priorities and to manage large projects to a successful outcome
- Comprehensive knowledge of the Irish pension and tax regulations and legislation
Required Skills:
Pensions
Required Education:
QFA
We are currently working with a leading Wealth Management firm who are looking to hire a Pensions Technical Lead to join their team in Dublin. This role will sit within a wider Financial Planning team and the ideal candidate will have a highly analytical pensions background. Responsibilities of this...
We are currently working with a leading Wealth Management firm who are looking to hire a Pensions Technical Lead to join their team in Dublin. This role will sit within a wider Financial Planning team and the ideal candidate will have a highly analytical pensions background.
Responsibilities of this Pensions Technical Lead Job:
- Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders
- Work with the Financial Planning Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension tax protection and investment disciplines
- Develop a deep understanding of the firms pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities
- Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firms pension and financial planning proposition in the marketplace.
Requirements of this Pensions Technical Lead Job:
- QFA qualification
- Degree or Masters level qualification in a business related discipline
- Minimum of 5 years experience in a pensions technical/retirement advice related role
- Strong organisational skills including the ability to manage conflicting priorities and to manage large projects to a successful outcome
- Comprehensive knowledge of the Irish pension and tax regulations and legislation
Required Skills:
Pensions
Required Education:
QFA
View more
View less