Life & Pensions Manager - Cavan

Xeinadin Group; Cavan; Remote; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Pension 3% employer contribution

Life Assurance x4 annual salary

25 days annual leave

Employee assistance programme

Corporate discounts

Job summary

Xeinadin is expanding its Financial Services offering with an exciting opportunity for a Life & Pensions Manager join our Cavan team. The successful candidate will advise a diverse SME portfolio on life assurance, retirement planning and pension products, and collaborate with ROI on wider strategies to develop the Xeinadin Financial Services offering.

The role requires QFA qualification (or working towards) with 2–5+ years’ experience in life assurance and pensions in the Irish market, plus

Qualifications

• QFA qualified (or working towards qualification).
• Strong knowledge of pension structures (PRSA, occupational pensions etc.).
• In-depth understanding of Irish financial regulations and compliance frameworks.

Responsibilities

• Provide expert advice on life assurance, retirement planning, and pension products to clients across the Cavan and a wider regional portfolio.
• Ensure compliance with Irish regulatory requirements (e.g. 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 client accordingly.
• Handle complex client cases and escalations in line with compliance requirements.

Skills

Client relationships

Regulatory awareness

Interpersonal skills

Education

QFA qualification

Job description

Job Details: Life & Pensions Manager - Cavan

Full details of the job.

Vacancy Name Life & Pensions Manager - Cavan

Vacancy No VN2335

Employment Type Permanent

Duration N/A

Location City

Location Country Ireland

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 of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description Xeinadin is expanding its Financial Services offering with an exciting new opportunity for a Life & Pensions Manager join our Cavan team. The successful candidate will get to work with a diverse SME portfolio, advising a range of our key clients, as well as work 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 the Cavan and a wider regional portfolio.
• Ensure compliance with Irish regulatory requirements (e.g. 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 client accordingly.
• Handle complex client cases and escalations in line with compliance requirements.

Key Requirements

• QFA qualified (or working towards qualification).
• Minimum 2-5+ years’ experience in life assurance and pensions within the Irish market
• Strong knowledge of pension structures (PRSA, occupational pensions etc.)
• 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.

Model Office Based

Salary Competitive

Benefits

Pension: Employer contribution of 3% going up to 3.5 % from January 2024 with an employee contribution of 5%

• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority as of January 2024
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum from January 2024
• Business closure over Christmas
• Life Assurance x4 annual salary from January 2024
• Additional inssurances for senior levels from January 2024
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform

From January 2024 - Flexible Benefits platform with ability to opt-in to various insurances (self-funded at corporate rates) such as:

• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
• Salary Sacrifice

subject to exceptions and business needs