Life&Pensions Manager - Cavan

Job Details: Life&Pensions Manager - Cavan 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 3500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Overview 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 get to work with a diverse SME portfolio, advising a range of our key clients, and collaborate on ROI 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 (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 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.

Ambitious with a resilient mindset and a drive for continuous improvement.

Benefits

Company Pension Scheme

25 days of annual leave + bank holidays.

Additional annual leave days from certain levels of seniority.

Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum.

Business closure over Christmas.

Life Assurance x4 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 with ability to opt-in to various insurances (level of seniority dependent&self-funded at corporate rates) such as: Critical Illness Cover, Cash plan, Cycle to work, Eye care, Dental.

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