Paraplanner

Location:

Cork

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€40,000 - €45,000

Full job description
We are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client’s goals.
 
Responsibilities

  • Identify areas for planning along with the Financial Services Consultant.
  • Review investment portfolio, asset allocation and risk profile.
  • Undertake research both independently and with the Financial Services Consultant to identify suitable solutions to meet clients’ needs.
  • Prepare information and comparisons for analysis by the Financial Services Consultant.
  • Prepare draft recommendation reports to be discussed/signed off by the Financial Services Consultant.
  • Prepare suitability letters in accordance with the agreed recommendations.

The Ideal Candidate

  • Hold a QFA qualification.
  • 5 years’ experience in the industry.
  • Working knowledge of insurance company investment funds and performance.
  • Attention to detail.
  • Excellent interpersonal and communication skills.

Benefits

  • PRSA Contributions
  • Permanent Health Insurance
  • Life Assurance
  • Maternity Benefit
  • Paternity Benefit
  • Parent’s Benefit
  • Institute Membership Fees
  • Exam & Study Leave
  • Personal Insurance Discounts
  • Exam Financial Support
  • Taxsaver Travel Pass Scheme
  • Learning & Wellness Hub

HANNAH DUNN

Recruitment Resourcer

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