Paraplanner
This is a new and exciting opportunity for an financial planning industry qualified and experienced individual seeking to further there career in Paraplanning.
This is a progressive role for those who want to become a Financial Advisor. Educational support will be provided.
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
What you need;
- The QFA qualification, RPA and CFP qualifications are desirable
- At least 2-3 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 apply through the portal or email Nikki at nmccabe@eirkoo.ie if you wish to apply for this role!
Appy Now
