About the Company

This is Penny is a research backed, purpose led pension company whose mission it is to build women’s economic power – starting with digital private pensions.

A tech-enabled company, we are the only B Corp certified pension company in Ireland and are highly driven to contribute to people, planet and profit via high performance, ethical and honest financial products and services.

We believe pensions shouldn’t be complicated, boring, or left until “one day” At Penny, we help people take control of their financial future with clear advice, smart tools, and a human touch. Our team is friendly, expert, and laser-focused on making sure our clients feel confident about their money.

About the Apprentice programme:

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job insurance experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join This is Penny, you will receive a tailored induction and will be assigned a supervisor and mentor to provide support throughout the scheme.

Associate Client Advisor

As an Associate Client Advisor, you’ll be at the heart of our client experience—combining analytical skills with excellent customer service to help people make confident pension decisions. You’ll work closely with senior advisors to prepare personalised pension analyses, support client meetings, and ensure every customer interaction is engaging, accurate, and reassuring.

What this role entails:

Client Support & Service

• Act as a first point of contact for client queries, ensuring prompt, friendly, and professional responses.
• Assist in preparing and delivering client communications before and after meetings.
• Support the onboarding of new clients, gathering and verifying pension and financial data.

Pension Analysis & Planning

• Analyse pension scheme documents, statements, and investment options.
• Prepare tailored pension health reports and summaries for senior review.
• Assist in modelling pension reports and suggesting appropriate planning strategies.

Advisory Support

• Work alongside senior advisors during client meetings, taking detailed notes and following up on action points.
• Help translate technical pension information into clear, client-friendly language.

Compliance & Documentation

• Ensure all client records, fact finds, and compliance documents are accurate and up to date.
• Adhere to regulatory requirements and internal processes at all times.
• Interacting with the Penny IT system in the testing of new jobs and processes (we developed our own online system for managing the business and this is continually evolving.)
• Undertaking occasional project work.

You must be:

• Focused, diligent & be committed to work and studying for a level 8 education programme at the same time.
• Able to communicate effectively (in both written and verbal form.)
• Willing to be part of a team.
• Committing to the customer.
• Take ownership & accountability for own actions and responsibilities.
• Have attention to detail and time management.
• Have the ability to manage own workload.
• Strong relationship building skills.
• Aptitude to make real time decisions based on changing information.
• Good negotiation skills.
• Problem solving abilities.

Benefits of Working in This is Penny

• Competitive salary and benefits.
• Training and professional development opportunities.
• Support to work towards industry qualifications.
• Flexible working arrangements.

Minimum Entry Level Requirements

• Be 18 years of age or older.
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required.
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

Interested applicants should ask themselves the following key questions before applying:

• Do I meet the minimum entry level requirements?
• Can I commit to a three-year contract of apprenticeship?
• Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
• Can I be diligent and committed to all aspects of work, training, and education?
• Do I have the ability to communicate effectively both with customers and in a team?
• Can I take ownership and accountability for my own actions and responsibilities?
• Can I contribute €600 annually for three years (reduced student registration charge)?

Application Process and Timeframes

Application submission with CV to: jane@thisispenny.com

Application submission please submit by: 26th August 2025

Planned start date (indicate a range): 5th September 2025

About the Company

This is Penny is a research backed, purpose led pension company whose mission it is to build women’s economic power – starting with digital private pensions.

A tech-enabled company, we are the only B Corp certified pension company in Ireland and are highly driven to contribute to people, planet and profit via high performance, ethical and honest financial products and services.

We believe pensions shouldn’t be complicated, boring, or left until “one day” At Penny, we help people take control of their financial future with clear advice, smart tools, and a human touch. Our team is friendly, expert, and laser-focused on making sure our clients feel confident about their money.

About the Apprentice programme:

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job insurance experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join This is Penny, you will receive a tailored induction and will be assigned a supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at This is Penny. In return, we expect you to bring the commitment and drive to add significant value to the company.

About the Job Role: Associate Pension Administrator

The role (based in Penny HQ Office Pods, Montrose, Dublin 4) will involve achieving new and existing business goals and supporting the Team Leader in providing a high-quality service to new and existing customers

Overview

As an Associate Pension Administrator, you’ll play a key role in keeping our pension operations running smoothly. You’ll be responsible for accurate data management, handling client queries, liaising with pension providers, and ensuring all processes meet compliance standards.

This is a great role for someone detail-oriented who enjoys problem-solving, wants to develop in the pensions sector, and thrives in a supportive team environment.

What this role entails:

• Contributing to a positive culture of teamwork, flexibility, learning and development.
• Managing workloads to provide good service in a busy environment.
• Driving performance with ability to work closely with leaders(s) and team(s).
• Building strong relationships with brokers and ability to collaborate across all teams.
• Optimising sales/renewal/rate and retention opportunities with Brokers and Sales.
• Supporting our strategy and values within the team.
• Finding solutions to difficult and challenging situations.
• Ability to review our systems and processes, finding better more effective ways to do business, while keeping the customer focus.
• Adhering to all service and reporting timelines agreed for our business.

Key Responsibilities

Administration & Data Management

• Process pension contributions, transfers, and withdrawals.
• Maintain accurate and up-to-date client and scheme records.
• Prepare and send member statements and correspondence.

Client & Provider Communication

• Respond to member and employer queries promptly and professionally.
• Liaise with pension providers and regulatory bodies to resolve issues.
• Support client onboarding and pension scheme setup.

Compliance & Reporting

• Ensure all work complies with pension regulations and company policies.
• Assist with preparing regulatory reports and internal audits.
• Monitor deadlines for scheme administration tasks.

Team Support

• Assist senior administrators with complex cases.
• Provide administrative support for advisory and client service teams.

You must be:

• Focused, diligent & be committed to work and studying for a level 8 education programme at the same time.
• Able to communicate effectively (in both written and verbal form.)
• Willing to be part of a team.
• Committing to the customer.
• Take ownership & accountability for own actions and responsibilities.
• Have attention to detail and time management.
• Have the ability to manage own workload.
• Strong relationship building skills.
• Aptitude to make real time decisions based on changing information.
• Good negotiation skills.
• Problem solving abilities.

Benefits of Working in This is Penny

• Competitive salary and benefits.
• Training and professional development opportunities.
• Support to work towards industry qualifications.
• Flexible working arrangements.

Minimum Entry Level Requirements

• Be 18 years of age or older.
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required.
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

Interested applicants should ask themselves the following key questions before applying:

• Do I meet the minimum entry level requirements?
• Can I commit to a three-year contract of apprenticeship?
• Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
• Can I be diligent and committed to all aspects of work, training, and education?
• Do I have the ability to communicate effectively both with customers and in a team?
• Can I take ownership and accountability for my own actions and responsibilities?
• Can I contribute €600 annually for three years (reduced student registration charge)?

Application Process and Timeframes:

• Application submission with CV to: jane@thisispenny.com
• Application submission please submit by: 26th August 2025
• Planned start date (indicate a range): 5th September 2025

About Xeinadin Financial Services

At Xeinadin Financial Services, we empower individuals and businesses to take control of their financial futures. As part of the wider Xeinadin Group, we provide bespoke financial advice across protection, investments, pensions, and wealth management. With a growing national and international client base, we combine deep local expertise with cutting-edge industry knowledge to deliver exceptional client-centric solutions.

About the Apprenticeship Programme

Our 3-year Insurance Practitioner Apprenticeship Programme is designed for ambitious, driven individuals eager to launch their career in financial planning and advisory. This is an incredible opportunity to gain real-world experience, professional qualifications, and work alongside some of the most knowledgeable experts in the industry.

You will work towards earning:

• APA (Accredited Product Adviser)
• CIP/QFA (Certified Insurance Practitioner / Qualified Financial Adviser)
• Bachelor of Arts (Honors) in Insurance Practice – Level 8 NFQ (via ATU Sligo)

What You’ll Gain

• Exposure across protection, pensions, investments, and wealth management
• Practical experience engaging with clients and delivering tailored financial solutions
• Support with compliance, product evaluation, commission reconciliation, and more
• Mentorship, structured induction, and career coaching throughout the programme
• Access to our Blackpool office, a dynamic and supportive workplace with incredible local amenities

What We’re Looking For

• Passion for financial services and a desire to build a long-term career in the industry
• Strong interpersonal and communication skills (written & verbal)
• Proficiency in Microsoft Office (especially Excel, Word, and Outlook)
• Excellent attention to detail and organisational skills
• APA/QFA part-qualified (preferred but not required)
• Commitment to continuous learning and professional development

Key Responsibilities

• Support in delivering tailored life and pension advice to clients
• Conduct product and market research
• Liaise with insurance, pension, and investment providers
• Maintain compliance standards (AML, engagement letters, etc.)
• Perform administrative tasks and support internal team operations

Minimum Entry Requirements

• Be 18 years of age or older
• Eligibility to work in the Republic of Ireland and visa requirements satisfied
• Leaving Certificate or equivalent
• Eligibility for the Insurance Practice (Apprenticeship) Degree Programme (For further information see www.earnandlearn.ie) 

What We Offer

• Competitive salary and benefits package
• Fully funded professional and academic qualifications
• Access to tax-saver travel and bike-to-work schemes
• Study leaves and grant support for exams
• Opportunities to grow within one of Ireland’s leading financial advisory firms

How to Apply

Submit your CV and a cover letter detailing your interest and relevant qualifications to financialservicesireland@xeinadin.com