Job Description
We are hiring for a Paraplanner to join our client, a reputable Dublin City Centre based Wealth Management firm. This is a progressive role for those who want to become a Financial Advisor. Educational support will be provided. Full Job Description 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 The Ideal Candidate: The QFA qualification, RPA and CFP qualifications are desirable At least 2 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 send your CV to or apply through the portal in order to be considered for the role. Skills: QFA RPA Financial Planning Finanical Services Retirement Planning Sales Support Paraplanning Benefits: Pension Health Income Protection Hybrid Working