Financial Paraplanner
1 week ago
Our Client is over 25 years in business providing specialist advice on pensions, investments and inheritance planning to some of Ireland's leading professionals and entrepreneurs. They are seeking a well organised, responsible team player for a permanent position of Financial Planner, reporting to the Financial Planning Manager. This role is suitable for someone seeking to progress a career in the financial services industry. Responsibilities Working closely with a number of Financial Advisors, the successful candidate will complete the following: Prepare all paperwork for New Business proposals Complete Client Profiles and Fund Switch Forms Manage Information Requests Check all Annual Portfolio Reviews for accuracy Email Annual Portfolio Reviews to clients Deal with adhoc client queries and requests Alternative contact when colleagues are out of the office Assist with ad-hoc projects, when required Attend some client meetings, when requested. Characteristics & Skills required The candidate should have at least 2 years experience in the Financial Services industry QFA or equivalent qualification Client focused and efficient, with specific attention to detail Friendly, outgoing attitude and professional manner Excellent organisational skills and time management Ability to prioritise multiple tasks, to a deadline, and take initiative, when required Strong written and verbal communication skills Strong knowledge of MS Office applications - Word, Excel, Adobe and Outlook in particular Ability to work in a team environment. Skills: Pensions Investments Wealth Management QFA
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Paraplanner
3 weeks ago
Dublin, Ireland UNAVAILABLE Full timePosting Description Paraplanner Are you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for you! This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office. Aon...
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Paraplanner
4 weeks ago
Dublin, Dublin City, Ireland UNAVAILABLE Full timePosting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...
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Paraplanner
3 weeks ago
Dublin, Ireland Unavailable Full timePosting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills?Are you ready to develop your client facing abilities in a great team of financial planners?This is the role for you!This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...
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Paraplanner
3 weeks ago
Dublin, Dublin City, Ireland Unavailable Full timePosting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills?Are you ready to develop your client facing abilities in a great team of financial planners?This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...
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Paraplanner
3 weeks ago
Dublin, Dublin City, Ireland UNAVAILABLE Full timePosting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...
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Financial Services Paraplanner
7 days ago
Dublin, Ireland McCarthy Insurance Group Full timeWe are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client’s...
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Urgent Search: Paraplanner
3 weeks ago
Dublin, Dublin City, Ireland AON Ireland Full timeParaplanner Are you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for you This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office. Aon is in the business of...
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Paraplanner
4 weeks ago
Dublin, Dublin City, Ireland Aon Corporation Full timeOverviewParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the business of...
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Wealth Advisor
2 weeks ago
Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full timeWe are seeking an experienced Wealth Advisor to join our growing team. In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans. A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using...
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Wealth Advisor
2 weeks ago
Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full timeWe are seeking an experienced Wealth Advisor to join our growing team.In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans.A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using...
