In Summary - Pensions Adviser
Videos & Interviews
Kevin Moran, Insurance Administrator
Kevin Moran is a Life and Pensions Administrator with Cornmarket Group Financial Services. Kevin graduated from NUIG with a degree in Public and Social Policy followed by a masters in public administration. His work involves administering savings and pension policies to employees in the public sector.
Videos on the Web
- Pensions Adviser- from: Youtube Search
The Work - Pensions Adviser
Most commonly reported Work Tasks
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
- Recruit and maintain client bases.
Most commonly reported Work Activities
- Getting Information Observing, receiving, and otherwise obtaining information from all relevant sources.
- Making Decisions and Solving Problems Analyzing information and evaluating results to choose the best solution and solve problems.
- Interacting With Computers Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Evaluating Information to Determine Compliance with Standards Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Establishing and Maintaining Interpersonal Relationships Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Analyzing Data or Information Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Updating and Using Relevant Knowledge Keeping up-to-date technically and applying new knowledge to your job.
- Developing Objectives and Strategies Establishing long-range objectives and specifying the strategies and actions to achieve them.
- Organizing, Planning, and Prioritizing Work Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Processing Information Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Interests - Pensions Adviser
This occupation is typically suited for people with the following Career Interests:
Enterprising people like situations that involve using resources for personal or corporate economic gain. Such people may have an opportunistic frame of mind, and are drawn to commerce, trade and making deals. Some pursue sales and marketing occupations. Many will eventually end up owning their own business, or in management roles in larger organisations. They tend to be very goal-oriented and work best when focused on a target. Some have an entrepreneurial inclination.
Administrative people are interested in work that offers security and a sense of being part of a larger process. They may be at their most productive under supervisors who give clear guidelines and while performing routine tasks in a methodical and reliable way.
They tend to enjoy clerical and most forms of office work, where they perform essential administrative duties. They often form the backbone of large and small organisations alike. They may enjoy being in charge of office filing systems, and using computers and other office equipment to keep things running smoothly. They usually like routine work hours and prefer comfortable indoor workplaces.
The Social person's interests focus on interacting with the people in their environment. In all cases, the Social person enjoys the personal contact with other people in preference to the impersonal dealings with things, data and ideas found in other groups.
Many will seek out positions where there is direct contact with the public in some advisory role, whether a receptionist or a counsellor. Social people are motivated by an interest in different types of people and like diversity in their work environments. Many are drawn towards careers in the caring professions and social welfare area, whilst others prefer teaching and other 'informing' roles.
Entry Requirements - Pensions Adviser
Pay & Salary - Pensions Adviser
Salary Range (thousands per year)* 40k - 80k
Brightwater / Abrivia / Lincoln
Last Updated: March, 2017
* The lower figures typically reflect starting salaries. Higher salaries are awarded to those with greater experience and responsibility. Positions in Dublin sometimes command higher salaries.