Paraplanner [Urgent]

This is an exciting opportuntiy 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 candidate Responsibilities: Carry out pre & post consultations with clients Support the Advisors with financial reports and analyses on all financial planning products Research and make recommendations on products that align with clients' financial goals Assist senior advisors in creating tailored financial plans for clients of the firm Oversee administrative tasks, including updating client files on CRM and preparing & submitting compliance documents to providers Stay up to date on market trends, regulatory updates, and new products to enhance service offerings Required Skills: QFA Qualification 3+ years of experience working in a brokerage firm in a si milar role Strong analytical skills and attention to detail Excellent communication and interpersonal skills Cash Calc and / or Voyant software experience a bonus Salary & Benefits: Pension Death in Service Income Protection 25 Days Annual Leave Family Leave Laptop Please apply through the portal or send your CV to . Or if you would prefer to have a confidential chat then phone and ask for Nikki Skills: QFA Financial Planning Paraplanning Financial Services Client Relationship Management CashCalc