Life & Pensions Manager

About Xeinadin

Founded in 2019, Xeinadin represents the collaboration of leading business advisory and accountancy firms across the UK and Ireland, united by a vision to transform accountancy by delivering trusted advice tailored to SMEs. With over 3500 colleagues working regionally and collaboratively, the company prioritizes nurturing individual expertise and offers promising career growth.

Role Overview

As Xeinadin expands its Financial Services team, the Life & Pensions Manager position based in Galway offers the opportunity to manage a diverse SME client portfolio, advise key clients on life assurance and pension products, and support the broader development of financial services throughout the company.

Responsibilities

• Deliver specialized guidance on life insurance, retirement planning, and pension solutions for clients in Galway and the surrounding area.
• Ensure all activities comply with relevant Irish regulations, including the Central Bank of Ireland's Consumer Protection Code.
• Manage client portfolios through regular reviews, policy renewals, and retention initiatives.
• Conceive and execute strategies to grow the Life & Pensions segment across the region.
• Maintain and foster relationships with product providers, insurance firms, and pension administrators.
• Stay updated on industry developments, regulatory reforms, and new products, informing clients accordingly.
• Address complex client situations and escalated issues while adhering to compliance standards.

Qualifications and Skills

• Possession of the QFA qualification.
• Strong commercial acumen with awareness of client needs and industry standards.
• Proven experience in client-facing roles.
• Familiarity with pension-related work.
• Excellent interpersonal and communication skills to build effective relationships with clients and colleagues.

Compensation and Benefits

Competitive salary offered with a hybrid working model.

• Participation in company pension scheme.
• 25 days annual leave plus bank holidays, with potential additional leave based on seniority.
• Option to purchase up to 5 extra annual leave days, maxing out at 30 days yearly.
• Business closure during Christmas period.
• Life assurance coverage at four times annual salary.
• Enhanced family leave policies and company sick pay.
• Employee Assistance Programme available 24/7 providing free, confidential support.
• Access to corporate discounts platform.
• Flexible benefits platform offering optional insurances such as critical illness cover, dental, eye care, and cycle-to-work schemes—subject to seniority and business needs.