Paraplanner
This is an exciting opportuntiy for an experienced Paraplanner to join an Expanding and Reputable Brokerage firm based in the Heart of Dublin City Centre.
This is a flexible working and progressive opportunity for the successful candidate!
Responsibilities:
- Carry out pre & post consultations with clients
- Support the Advisors with financial reports and analyses on all financial planning products
- Research and make recommendations on products that align with clients' financial goals
- Assist senior advisors in creating tailored financial plans for clients of the firm
- Oversee administrative tasks, including updating client files on CRM and preparing & submitting compliance documents to providers
- Stay up to date on market trends, regulatory updates, and new products to enhance service offerings
Required Skills:
- QFA Qualification
- 3+ years of experience working in a brokerage firm in a si milar role
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Cash Calc and / or Voyant software experience a bonus
Salary & Benefits:
- Pension
- Death in Service
- Income Protection
- 25 Days Annual Leave
- Family Leave
- Laptop
Please apply through the portal or send your CV to nmccabe@eirkoo.ie. Or if you would prefer to have a confidential chat then phone (01) 699 1200 and ask for Nikki
Appy Now
