Junior Financial Advisor / Paraplanner
We are hiring for a Paraplanner to join our client, a reputable Dublin City Centre based Wealth Management firm.
This is a progressive role for those who want to become a Financial Advisor. Educational support will be provided.
Key Duties:
- Analyse client portfolios and products in order to produce financial planning reports for the financial advisors
- Prepare cash flow analysis as required
- Provide recommendations to the advisors based on accurate and detailed research
- Act as a reference for the advisors and step in for them if absent
- Make sure all documentation and files are compliant and in line with industry standards and procedures
- Build and maintain relationships with clients of the firm and providers
The Ideal Candidate:
- The QFA qualification, RPA and CFP qualifications are desirable
- At least 2 years experience in a sales support role or paraplanning role within a life and pension brokerage firm
- Strong knowledge of life, pension and investment products
- Strong communication and presentation skills
Benfits:
- Peformance Bonus
- Career Related Exam Support
- Pension
- Health Cover
- Income Protection
- Hybrid Working
- Clear Progression Plan
Please send your CV to nmccabe@eirkoo.ie or apply through the portal in order to be considered for the role.
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