This is an exciting opportunity 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 similar 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 [email]. Or if you would prefer to have a confidential chat then phone and ask for Nikki.
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