True Financial Ltd T/A True Wealth, LowQuotes, Low.ie, Hello.ie & GetCancerCover is one of Ireland's leading financial services brokerages, providing advice on Life Insurance, Mortgage Protection, Income Protection, Serious Illness Cover, Pensions, Investments, Mortgages and Financial Planning.
We are currently recruiting a case manager to join our administration team.
Purpose of the Role
The Financial Planning Case Manager will become the operational hub of the True Wealth team.
Working closely with our advisers, this role is responsible for ensuring every client recommendation progresses efficiently from recommendation through to policy issue. The focus is on removing delays, improving the client experience and allowing advisers to spend their time advising clients rather than completing administration.
The successful candidate will take ownership of every case once the adviser has completed their recommendation, ensuring nothing falls through the cracks.
Key Responsibilities
Case Ownership
- Take ownership of client cases following the recommendation meeting.
- Ensure every case has a clearly defined next action.
- Monitor all live cases from recommendation through to policy issue.
- Escalate delays and proactively resolve bottlenecks.
Documentation & Applications
- Prepare provider applications and supporting documentation.
- Prepare recommendation paperwork.
- Ensure all compliance documentation is complete.
- Verify client documentation before submission.
- Issue paperwork to clients promptly following recommendations.
Provider & Client Management
- Liaise with life companies and pension providers.
- Chase PMAs and provider requirements.
- Manage underwriting requirements.
- Arrange medical evidence where required.
- Follow up pension transfers and outstanding information.
- Keep clients updated throughout the application process.
Business Completion
- Ensure applications progress to policy issue.
- Monitor outstanding provider requirements.
- Resolve application queries.
- Confirm policies have issued correctly.
- Ensure commission-triggering events are completed promptly.
Adviser Support
- Allow advisers to remain focused on advice and client meetings.
- Prepare documentation required before adviser meetings where appropriate.
- Highlight cases requiring adviser input.
- Provide advisers with visibility of live pipeline status.
Pipeline Management
- Maintain an accurate pipeline of all live business.
- Produce weekly pipeline reports.
- Monitor ageing cases.
- Identify trends causing delays.
- Recommend operational improvements.
About You
We are looking for someone who is:
- Highly organised with excellent attention to detail.
- Able to manage multiple tasks and prioritise effectively.
- A confident communicator with good written and verbal communication skills.
- Professional, reliable and able to handle confidential information.
- Comfortable using Microsoft Office, particularly Word, Excel and Outlook.
- Able to work independently as well as part of a team.
Experience & Qualifications
- Have 2-5 years’ experience in a financial services brokerage.
- Must have previous pension admin experience.
- Technical knowledge of insurance, pension & investment products.
- Have excellent interpersonal & communication skills.
- Be client and company focused.
- Exceptional accuracy and organizational skills are crucial.
- Have great attention to detail and the ability to multitask and prioritise tasks.
- Be proficient in excel & word.
- Minimum APA in Life & Pensions, QFA desired.
Pay: €45,000.00-€50,000.00 per year
Benefits:
- Bike to work scheme
- Company events
- Company pension
- Employee assistance program
- On-site parking
- Wellness program
Work Location: In person
