This is an exciting opportunity for QFA Qualified Paraplanner to join a busy and thriving brokerage firm in Dublin!
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
What you need;
- Must hold the QFA qualification and be willing to work towards the CFP exams
- At least 2-3 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
Please apply through the portal or email Nikki at nmccabe@eirkoo.ie if you wish to apply for this role!
