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Consulting Actuary – Retirement
Consulting Actuary – Retirement
JOB SNAPSHOT
Life & Pensions Paraplanner
Dublin, IE
Are you passionate about financial planning and looking to take the next step in your career? We have the perfect opportunity for you!
At WTW, we’re dedicated to helping our clients secure their financial futures with tailored solutions and expert advice. As a Life & Pension Paraplanner, you’ll play a crucial role in this mission, supporting our advisors and clients with comprehensive financial planning services.
WTW Benefits
Salary Negotiable | Annual leave (25 + 5 days*) |Comprehensive benefits from day 1 | Bonus Performance | Pension scheme | Healthcare Allowance (capped €1,500.00) |Educational Support | Life Assurance | Charitable Gift Matching & Fundraising | Group Income Protection | Share Scheme | Employee Assistance Programme | Hybrid Working (2 days per week) | Paid Professional Membership | Volunteer Day.
The Role
An exciting opportunity is now available for a Life & Pensions Paraplanner, reporting to the Director – Financial Planning, will provide assistance to the WTW’s financial advisers to individual clients. This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries, dealing directly with clients and identifying new business opportunities from existing client base. There will also be involvement in the delivery of bulk project exercises i.e. Enhanced Transfer Values (ETV), and Pension Increased Exchange (PIE).
- Have an input into pre-sales process and understanding client objectives and occasionally attend client meetings,
- Voyant / Cashflow analysis and Financial Planning (e.g. max funding, Chargeable Excess Tax – CET etc.)
- In conjunction with the Financial Advisors, put in place a clear plan of activity in terms of lead generation to actively review clients
- Assist in executing some business (e.g. protection business, annuities & Approved Minimum Retirement funds) through a desk-based service.
- Ensure Sales team are fully briefed on all market and product changes on a timely basis.
At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. Most of our colleagues work in a” hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role, and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
The Requirements
- All Inclusive experience in Paraplanning and knowledge of the Life & Pensions industry.
- QFA as a minimum qualification is required. RPA is beneficial whether achieved or working towards completion.
- Understanding of Compliance or certification would be beneficial.
- Analytical, with good knowledge of products, business practices and markets.
- Competency with MS office packages particularly MS Excel.
- Team player is essential with an ability to work on simultaneous tasks and meet SLA’s.
Are you ready for your next challenge? Do you want to work with talented colleagues in a company that truly rewards your efforts? Then this could be the perfect opportunity for you!
About WTW Retirement
Retirement Ireland, while the Republic of Ireland (ROI) and Northern Ireland (NI) territory has one of the smaller populations in our Western Europe Region (ROI : 4.9m , NI : 1.8m) it is one of the largest Retirement Practices in the region with circa 150 colleagues. This scale is because of the very broad range of retirement services it offers in the market and it is one of the very few regions where we service the whole market from the individual employee or self employed person right up to Pension Scheme Trustees and Sponsors of multi-billion euro pension funds. The practice has also been successful in developing various other specialist services.
Equal Opportunity Employer
WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.
#WTW #WTWlife #WTWcareers #Paraplanner #QFA
UNSOLICITEDCONTACT
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
OUR OFFICES
Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.
Meet our people
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
EVENTS
Posse Annual Virtual Career Fair
July 24 @ 3:00 pm - 6:00 pmPosse Annual Virtual Career Fair
July 24 @ 3:00 pm - 6:00 pmOLA Early Career Symposium
August 4 @ 9:00 am - August 5 @ 5:00 pmOLA Early Career Symposium
August 4 @ 9:00 am - August 5 @ 5:00 pmJOURNÉE CARRIÈRE ACTUARIAT
September 11 @ 11:00 am - 2:00 pmJOURNÉE CARRIÈRE ACTUARIAT
September 11 @ 11:00 am - 2:00 pmPosse Annual Virtual Career Fair
July 24 @ 3:00 pm - 6:00 pmPosse Annual Virtual Career Fair
July 24 @ 3:00 pm - 6:00 pmOLA Early Career Symposium
August 4 @ 9:00 am - August 5 @ 5:00 pmOLA Early Career Symposium
August 4 @ 9:00 am - August 5 @ 5:00 pmJOURNÉE CARRIÈRE ACTUARIAT
September 11 @ 11:00 am - 2:00 pmJOURNÉE CARRIÈRE ACTUARIAT
September 11 @ 11:00 am - 2:00 pmThere are no upcoming events at this time.