Paraplanning Lead
Are you an experienced Paraplanner, who is target and processed driven?! This may be the role for you!
This is a rewarding and flexible opportunity for the right individual.
The Role; - Being involved in pre-sales processes and occasionally attending client meetings
- Preparing pre-sale documents and supporting documents with input from the Financial Advisor
- Liaising with Financial Advisor team on a regular basis and put in place a clear plan of activity in terms of lead generation to actively review clients
- Ensuing financial advisor team are briefed on all market and product changes in a timely basis
- Ensuring all relevant procedures are followed to comply with Central Bank regulations & requirements. This will include preparing all new presale business files for processing by the New Business team
- Assisting in compiling weekly sales related reports as required
The Requirements; - Previous experience in the Life & Pensions broker industry
- Previous experience in a Paraplanner Role
- QFA Qualification at a minimum, RPA qualification is desirable
- Ability to deal with generic client queries
- Strong MS suite experience, Excel etc
- Knowledge of products, business practices, markets and competitors is expected
- Strong Team player and ability to work under pressure on simultaneous tasks
Benefits / Perks; - Health Cover
- Pension
- Bonus Scheme
- Death in Service
- Income Protection
- Flexi-time
- Hybrid Working
- Up to 25 days Annual Leave
If you are interested in this opportunity, please apply through the portal or send your CV to nmccabe@eirkoo.ie.
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