Financial Services Paraplanner

About the PositionThis Paraplanner role offers a chance to join the team at Willis Towers Watson and contribute to the success of the Retirement line of business.Key Responsibilities:Providing market research and advice to clients.Assisting financial advisers in pre-sales processes and understanding client objectives.Attending client meetings and supporting...

We are seeking a highly organized and efficient individual to join our team as a paraplanner. As a paraplanner, you will be responsible for preparing documentation for new business proposals, creating client profiles, and managing information requests.The successful candidate will have a minimum of 2 years' experience in the financial services industry and...

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 candidateResponsibilities:Carry out pre & post consultations with clientsSupport the Advisors with financial reports and analyses on...

About the RoleThis Paraplanner position offers an exciting opportunity to join the Retirement line of business at Willis Towers Watson.Key Responsibilities:Assisting financial advisers in pre-sales processes and understanding client objectives.Attending client meetings and supporting financial advisers in their work.Putting together clear plans of activity...

Saol Assurance is a dynamic life assurance company committed to empowering customers to take control of their financial well-being.We're seeking a skilled Paraplanner to join our team and contribute to our mission.As a Paraplanner, you'll be responsible for providing technical research services and preparing high-quality client advice reports.Your role will...

Company OverviewWillis Towers Watson is a leading global professional services company that provides a wide range of solutions to help our clients succeed. We have a strong reputation for delivering exceptional results and providing our clients with expert advice and guidance.Job SummaryWe are seeking an experienced Life and Pension Paraplanner to join our...

At Willis Towers Watson, we are seeking a skilled Pension Paraplanner to join our Retirement line of business. As a key member of the team, you will provide crucial support to our financial advisers by assisting in market research and advice report production, client review preparation, and answering technical queries.This role offers a unique opportunity to...

We are looking for a highly skilled and organized individual to join our team as a paraplanning and financial services associate. As a paraplanner, you will be responsible for preparing documentation for new business proposals, creating client profiles, and managing information requests.The successful candidate will have a minimum of 2 years' experience in...

As a specialist in financial services, you will provide support to our team of experts who advise on pensions, investments, and inheritance planning. With over 35 years of experience, our company has established itself as a trusted advisor to Ireland's leading professionals and entrepreneurs.This permanent position is ideal for a well-organized, responsible...

Job DescriptionWe are seeking a skilled Life and Pension Paraplanner to join our team in the Retirement line of business. In this role, you will assist our financial advisers in their work with clients, supporting them in preparing market research and Advice Reports, providing technical support, and communicating directly with clients. You will also identify...

Financial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work...

Select how often (in days) to receive an alert:- Full Time Permanent position- Hybrid role based in our City Centre officesWhat we offerWe have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.We...

Select how often (in days) to receive an alert:Full Time Permanent positionHybrid role based in our City Centre officesWhat we offerWe have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.We offer a...

Key ResponsibilitiesThis is an exciting opportunity to work on challenging projects, collaborating closely with our financial advisors to deliver exceptional results. Your primary focus will be on providing expert assistance in research and advice report production, client review preparation, and answering technical queries. You'll also have the opportunity...

We are seeking a highly skilled Senior Financial Planner to join our team at Prosperous Financial.The ideal candidate will have a strong understanding of financial services and be able to create comprehensive financial plans that meet the needs of our clients.Key responsibilities include:Managing client relationships and providing expert advice on financial...

Overview of FxPro Financial Services LtdFxPro boasts a dynamic workplace with a diverse workforce of over 500 employees representing 40 nationalities.The Customer Support Officer responsibilities include responding to customer inquiries, troubleshooting and resolving issues, and collaborating with cross-functional teams.Main Tasks:Handle incoming customer...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Company OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.

We are seeking an experienced leader to join our dynamic team at Unio Financial Services Ltd, a leading player in the Irish Wealth Management market. As Director of Business Development, you will play a key role in driving growth and developing our business unit.Reporting to the Head of SME & Business Owners, you will be responsible for leading and guiding a...

Job DescriptionThe role of Life and Pension Paraplanner at Willis Towers Watson is a dynamic position that involves assisting financial advisers in providing market research and advice to clients.Main Responsibilities:Providing assistance to financial advisers in the production of Advice Reports and client reviews.Supporting financial advisers in their...