Job Description
Job Title: Financial Services Administrator / Paraplanner Salary:€38-45K DOE Location: Galway Working hours: 8.30 to 5.30 Monday through Thursday and 8.30 to 3pm on Friday Benefits: Competitive compensation and benefits package comprising salary, pension, health insurance and life insurance. Hybrid working- Flexible work environment comprising a mix of office based and remote working. (After Probationary period). On-site parking available. Description of Role: Our client is now seeking a Paraplanner / Financial Services Administrator to join their team in Galway. The successful candidate will support the Financial Advisors in producing reports, client review preparation, answering technical queries, dealing directly with clients and identifying new business opportunities from the existing client base. Requirements: Must have a minimum of 2 3 years experience in a supporting role for financial planning Experience in a Paraplanner role of preparing client proposal files Knowledge of financial services audit processes Already qualified or at an advanced stage in QFA certification Ability to work to targets Advanced computer literacy Excellent verbal and written literacy skills Ability to multi-task within a team environment Key Duties & Responsibilities: Assist the Financial Advisors in implementing activity plans designed to identify lead generation opportunities with existing and new clients. Providing administrative support to the Financial Advisor team. Preparing and maintaining comprehensive client files. Prepare recommendations and complete suitability reports. Conducting financial planning analysis regarding client objectives and investment risk profiles. Customer service administrative functions including interaction with clients to set up meetings, following up on relevant paperwork and tracking ongoing adviser business. Dealing with queries and information requests from clients Auditing checklists to ensure compliance with Central Bank regulations Data entry and maintenance of CRM systems For more information please send your CV to Carol in confidence through the link. If you are living in Ireland and hold a VALID WORK PERMIT, please feel free to contact us directly. However, if you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search. Recruitment Plus is not in a position to respond to each individual application due to the high volume of submissions. We will only contact those candidates whose CV matches the criteria for the vacancy. Thank you for your patience. For details on our privacy policy please click here: Skills: Financial services Admin Administrator Paraplanner QFA certification Data Entry